Xueqi Zhang
Sales And Marketing Specialist at CSOP Asset Management- Claim this Profile
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Bio
Credentials
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Licensed Representatives of SFC Type 1 & 4 & 9
SFC
Experience
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CSOP Asset Management
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Hong Kong
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Investment Management
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1 - 100 Employee
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Sales And Marketing Specialist
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Oct 2021 - Present
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Harvest Global Investments Limited
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Hong Kong
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Investment Management
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1 - 100 Employee
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Institutional Sales
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Oct 2019 - Oct 2021
Developed HK/QFII and global institutional clients and distributors, and built closed relationships with HK local/global FIs for UCITS and HK mutual funds. Covered multi-strategies/funds, ranging from China and Hong Kong mutual funds (through Southbound Stock Connect), MMF, ETFs, Mainland-Hong Kong Mutual Recognition of Funds; strategies covered include equity, fixed income, as well as customized mandates. Developed HK/QFII and global institutional clients and distributors, and built closed relationships with HK local/global FIs for UCITS and HK mutual funds. Covered multi-strategies/funds, ranging from China and Hong Kong mutual funds (through Southbound Stock Connect), MMF, ETFs, Mainland-Hong Kong Mutual Recognition of Funds; strategies covered include equity, fixed income, as well as customized mandates.
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ICBC Credit Suisse Asset Management (International)
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China
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Financial Services
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1 - 100 Employee
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Sales Manager
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Jul 2017 - Oct 2019
Developed and strengthened the relationships with local and global institutional clients and distributors, offering sophisticated global AM solutions In charge of numerous national roadshows and marketing projects for local and mainland distributors. Developed and strengthened the relationships with local and global institutional clients and distributors, offering sophisticated global AM solutions In charge of numerous national roadshows and marketing projects for local and mainland distributors.
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Industrial and Commercial Bank of China
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China
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Banking
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700 & Above Employee
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Sales
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Jul 2015 - Jul 2017
Shenzhen Louhu Branch. Maintained business relationships with the branch clients, offered standard bank services, including client-specific analysis, loan services, and wealth management advisory for clients, etc. Shenzhen Louhu Branch. Maintained business relationships with the branch clients, offered standard bank services, including client-specific analysis, loan services, and wealth management advisory for clients, etc.
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Education
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2013 - 2015
Southwest University of Finance and Economic
Master's degree, International Business -
2009 - 2013
Shandong University
Bachelor's degree, Law -
2009 - 2013
Shandong University
Bachelor's degree, Finance
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