投资经理

• Sep 2015 - Present

Financial Advisor

• Sep 2009 - Dec 2013

• Handling the day-to-day market/securities analysis • Seeking a deeper understanding of the client needs and expectations. Work out financial plan for the customers subscribing investment products • Collaborated with others to ensure the delivery of solutions to clients • Helped the department director in staff performance evaluation, training, human resources management etc. • Participated in the launch of the new company official website and mobile applications, including testing, continually improving all the functions. Communicated with the customers to understand their needs and worked closely with the software development company to achieve them. Show less

Financial Analyst

• Jul 2007 - Aug 2008

• Data management and reporting of EMEA revenue indicators, and identified ways to enhance data consistencies • Completed various database assignments and enhanced the quality of reporting. • Proactively offered assistance to team members and people outside the team, i.e. IT, Operation, Finance in the US • Quality control and updated data issues to support revenue forecasting analysts, refreshed forecasting files and reported weekly consolidate revenue files to the US headquarter • Data management and reporting of EMEA revenue indicators, and identified ways to enhance data consistencies • Completed various database assignments and enhanced the quality of reporting. • Proactively offered assistance to team members and people outside the team, i.e. IT, Operation, Finance in the US • Quality control and updated data issues to support revenue forecasting analysts, refreshed forecasting files and reported weekly consolidate revenue files to the US headquarter