Experience

China Construction Bank

• Banking
• 700 & Above Employee

• Private Wealth Manager

  • Oct 2019 - Present

• Personal Wealth Manager

  • Jul 2014 - Present


China Merchants Bank
• China
• Banking
• 100 - 200 Employee
• Account Manager

  • Dec 2013 - Jul 2014
• Summer Intern

  • Jul 2013 - Aug 2013

  •Visited 29 current and potential payroll clients and developed 3 new clients, increasing the payroll volume by $46,569 •Opened 109 accounts in total, achieving 168% of the objective •Sold online banking and mobile banking services to 83 clients, reaching a percentage completed of 415% •Led a team to sell 300+ credit cards in communities with dense population •Visited 29 current and potential payroll clients and developed 3 new clients, increasing the payroll volume by $46,569 •Opened 109 accounts in total, achieving 168% of the objective •Sold online banking and mobile banking services to 83 clients, reaching a percentage completed of 415% •Led a team to sell 300+ credit cards in communities with dense population



Family Services Inc.

• Individual and Family Services
• 1 - 100 Employee

• Intern

  • Oct 2012 - May 2013

  • Built and managed contact database in Microsoft Excel and Microsoft Access • Assisted in events planning and outreached partners and sponsors in NC communities • Researched and collected data in Local Politician Outreach project and Community Partnership project • Built and managed contact database in Microsoft Excel and Microsoft Access • Assisted in events planning and outreached partners and sponsors in NC communities • Researched and collected data in Local Politician Outreach project and Community Partnership project



Global IT Consulting Company

• Graduate Consultant

  • Sep 2012 - May 2013

  • Analyzed current trends and potential customers in retail industry • Surveyed retail clients in a blind study to understand their needs and buying habits • Synthesized results and align clients buying patterns with current go to market (GTM) model • Develop a business plan to highlight costs and benefits and feasibility of the recommended changes to GTM model • Analyzed current trends and potential customers in retail industry • Surveyed retail clients in a blind study to understand their needs and buying habits • Synthesized results and align clients buying patterns with current go to market (GTM) model • Develop a business plan to highlight costs and benefits and feasibility of the recommended changes to GTM model



Mr. Book

• Brazil
• Book and Periodical Publishing

• Owner

  • Sep 2010 - Apr 2012

  •Spearheaded an English book retail business on campus with initial assets of $100 •Researched sales and marketed best sellers through Renren and Weibo (social network sites in China) •Decreased costs by selecting better suppliers and revising the purchasing plan, keeping the Gross Margin at about 50% •Generated sales of $1600 and a net profit of $208, and finally sold the business for $200, increasing the asset by 308% •Spearheaded an English book retail business on campus with initial assets of $100 •Researched sales and marketed best sellers through Renren and Weibo (social network sites in China) •Decreased costs by selecting better suppliers and revising the purchasing plan, keeping the Gross Margin at about 50% •Generated sales of $1600 and a net profit of $208, and finally sold the business for $200, increasing the asset by 308%



China Everbright Bank

• China
• Banking
• 200 - 300 Employee

• Intern

  • Dec 2011 - Mar 2012

  •Served 130+ clients daily and sold financial products, such as investment services and bonds •Greeted clients, collected customer’s information, and offered the right solutions to help customers manage their assets •Clarified product’s information, verified client’s information by communicating with them, and managed client’s files •Served 130+ clients daily and sold financial products, such as investment services and bonds •Greeted clients, collected customer’s information, and offered the right solutions to help customers manage their assets •Clarified product’s information, verified client’s information by communicating with them, and managed client’s files



SIFE Tianjin University

• Team Leader

  • Sep 2009 - May 2011

  Worked on Shawo Village Project, helping radish farmers market their products and increase their annual income by $5,000 on average per household, and won the First Runner Up in SIFE National Cup, China, 2011 • Researched sales, marketing, and competitors of Shawo Radish and found solutions to its overstock problem • Led a team expanding a brand new sales channel by cooperating with local governmental organization, directly increasing their income by $1,000 • Represented SIFE-TJU attending the 2010 SIFE World Event held in Los Angeles, and brought back fresh ideas to strengthen my team Show less


Procter & Gamble Club (Tianjin University)
• Operation Director

  • Mar 2009 - Jun 2010


English Club at Tianjin University

• Vice President

  • Sep 2008 - Jun 2010

  • Led the committee team to re-position the English Club and recruited more than 300 new members in 2 days • Built the brand of club and tried new series of activities, such as English Debate Contest and English Speech Contest, in order to cater to the needs of members • Optimized the organizational structure to increase working effectiveness • Expanded public relations with 5 other organizations to increase the ability to recruit more members • Led the committee team to re-position the English Club and recruited more than 300 new members in 2 days • Built the brand of club and tried new series of activities, such as English Debate Contest and English Speech Contest, in order to cater to the needs of members • Optimized the organizational structure to increase working effectiveness • Expanded public relations with 5 other organizations to increase the ability to recruit more members



Bank of China

• Banking
• 700 & Above Employee

• Intern

  • Jan 2009 - Feb 2009

  • Worked in International Settlement Department, and issued Letters of Credit, a payment undertaking by Bank of China to foreign importers, based on margin or credit line taken up after examination and approval • Sent, received, and coordinated documents related to the Letter of Credit • Examined Documents and made payment to the exporters after examination and approval • Worked in International Settlement Department, and issued Letters of Credit, a payment undertaking by Bank of China to foreign importers, based on margin or credit line taken up after examination and approval • Sent, received, and coordinated documents related to the Letter of Credit • Examined Documents and made payment to the exporters after examination and approval