Experience

China International Capital Corp

• China
• Financial Services
• 100 - 200 Employee

• Synthetic Prime Brokerage Specialist & Structured Product Marketing

  • Apr 2021 - Present

  - Develop and maintain a high level of product knowledge relating to cross-border derivatives (including total return swaps, OTCoptions, structured notes, and QFI-related investment products) and deliver to the sales team. - Work with traders, product managers, and sales team todevelop relevant and compelling product marketing across multi-asset. - Provide feedback and clients and sales needs to the trading team to enhance trading ideas. - Create new content strategies and sales talks on synthetic prime brokerage business and cross-asset structures products for the sales team. - Manage the internal product post-on-boarding lifecycle for OTCderivatives and structured notes (including product launch, education, training, and marketing) - Develop and maintain relationships with securities branchesin China, deliver Hong Kong business full trading tools suite, and selected structured product opportunities through on-site roadshows to improve sales conversion rate. - Participate in various projects to drive the development of cross-border business. And negotiate with internal parties such as legal and compliance,risk, and operations.



CICC

• China
• Investment Banking
• 700 & Above Employee

• Product Marketing

  • Jun 2018 - Mar 2021

  Developing and executing on marketing strategies to meet consumer need — and maximize profits. Manage internal teams, craft promotional messaging and products, and work to publish or distribute them to the public via media, advertising, and social media. Support Head of WMHK and WM Marketing in developing and executing on ultra high net worth marketing strategy. - Plan product marketing campaigns across different asset classes for WMHK, including the setting of marketing objectives in line with business strategy, definition of relevant programs and resources required to deliver to the objectives and overall strategy. - Implementation of Marketing plan including branding & advertising, events, sponsorship platforms, integrated campaigns, sales support, product marketing, marketing collaterals etc. - Help drive marketing and optimize sales campaigns (offline/online) to support the WMHK’s Investment Strategy including Top Investment Ideas, Portfolio Solutions, and full range amplification of the WMHK’s product capabilities via launches, roadshows, publications, client communication, etc. - Plan and execute structured client development materials and touch points such as fact sheets, brochures, pitch books, slide decks, product kits etc to directly drive product and investment-related business objectives. - Manage external counterparties and fund managers where appropriate and any other contractual relationships related to product marketing initiatives across Mainland China and Hong Kong. - Identify and roll out relevant investment programs to support the development of the brand and further the optimal traction of business targets. - Interface and communicate with key stakeholders e.g. Wealth Service Center, Product Managers, Chief Investment Office, Investment Strategy and Research, Sales and Trading, Advisory and Sales, etc. to manage and meet expectations as well as ensure delivery of product marketing initiatives in line with business requirements.



CMB International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Marketing Officer

  • Mar 2016 - May 2018

  Work closely with experts in sales and product, legal and compliance, and agencies/third parties to deliver: − Marketing & Communications: Drive all materials, including the creation of offerings materials, fact sheets, educational materials, greetings cards, and infographics. Utilize Adobe Photoshop and Presentation Technology to ensure output of consistently branded client-communications. − Press & PR: develop and deliver on opportunities to position CMBI PWM as a subject-matter expert in Private Banking. Identify opportunities to engage with the media. Work on product/platform press releases. Champion and coordinate awards pitches and survey contributions. − HNW Client Activities: Identify, plan, execute and measure investment seminars and boutique branding salons. Maximize client engagement and cost efficiencies. Systemize participation in industry sponsorships. − Digital Platform: Project-manage marketing-related Website, Wechat, Smartphone App platform requirements in partnership with CMBI IT and third-party provider. Ensure consistent branding, internal and external regulatory compliance. − Market and Competitive Intelligence: Support competitor analysis, insights and market intelligence. Work with Sales to identify and incubate new clients. − Business & Channel Development: Support senior management with strategic and business development work (e.g. client pitch presentations). Drive in Marketing channels development, including vendors and business partners negotiation, cooperation and management. − Regulatory Compliance: Work in close partnership with CMBI Legal and Compliance to ensure regulatory compliance for all activities. − Internal Communications: Support senior management with internal communications and reporting needs (e.g. Town Hall presentations, team-building activities) − Budget: Oversee and monitor marketing budget. Secure vendor cost efficiencies for various marketing-related expenses (promotional items, conference expenses, etc.).



Wonderful Sky Financial Group Limited

• Hong Kong
• Public Relations and Communications Services
• 1 - 100 Employee

• PR Associate

  • Jan 2015 - Jan 2016

  - Propose professional PR solution for IPO projects and listed companies in HKEx, according to client’s business goal and marketing targets - Provide media strategies for PR campaigns in order to raise awareness of marketing image and branding - Perform audience analysis and recommend optimized media solutions for clients - Create compelling presentations using industry knowledge, market trends, and case studies to clearly communicate the media value proposition - Communicate effectively with both external and internal clients to complete project successfully Analyze campaign performance statistics and recommend optimized media solutions for clients - Build up sustainable business relation with clients for future cooperation



Asia Television

• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Sub-Editor

  • Sep 2013 - Jan 2015



CMB International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Intern Reporter

  • Jul 2013 - Sep 2013



Chengdu Economic Daily

• Chengdu, Sichuan, China

• Intern Journalist

  • Jun 2010 - Sep 2010