Summer Liu

Account Manager at InsightPlus
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Contact Information
Location
Xuhui District, Shanghai, China, CN
Languages
  • Chinese Native or bilingual proficiency
  • English -
  • Japanese -

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Credentials

  • AFP
    Financial Planning Standards Board Ltd.
    Apr, 2017
    - Sep, 2024
  • JAPANESE-LANGUAGE PROFICIENCY N3 LEVEL
    Japan Educational Exchanges and Services

Experience

    • China
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Account Manager
      • Oct 2018 - Present
    • China
    • Banking
    • 100 - 200 Employee
    • Financial Manager
      • Oct 2016 - Present

      Offer financial planning and consulting for clients. Promote financial products. Control the risk of investment,maintain properties. Be familiar with running mode from forefront of commercial bank. Offer financial planning and consulting for clients. Promote financial products. Control the risk of investment,maintain properties. Be familiar with running mode from forefront of commercial bank.

    • China
    • Banking
    • 700 & Above Employee
    • Senior Teller
      • Jul 2012 - Sep 2016

      Work on the cash management, check the cash settlement on a daily basis. Maintain ATM and CDM machines. Handle foreign currency exchange and vip individual business. Train new employees of Shanghai Branch and give business approval. Be awarded the 'non-mistake teller' for several years,which is the appreciation for top tellers. Work on the cash management, check the cash settlement on a daily basis. Maintain ATM and CDM machines. Handle foreign currency exchange and vip individual business. Train new employees of Shanghai Branch and give business approval. Be awarded the 'non-mistake teller' for several years,which is the appreciation for top tellers.

    • Software Testing Engineer
      • Jun 2011 - Apr 2012

      Testing for the navigation project of Shanghai Volkswagen.(Intern) Testing for the navigation project of Shanghai Volkswagen.(Intern)

Education

  • Donghua University
    Bachelor's degree, Computer Software Engineering
    2008 - 2012

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