Experience

China Asset Management Co., Ltd.

• China
• Investment Management
• 1 - 100 Employee

• Financial Advisor

  • Oct 2021 - Present

  •Provide asset allocation service for more than 300 high net worth clients, 90% of them have gained a positive net payoff •Research on macroeconomic policy, shares, hot events and provide investment consultancy •Organize more than 100 road shows •Promote the sale of equity products, over fulfilled quarterly sales KPI, the accumulated sales amount has reached nearly 10 million since employment •Provide asset allocation service for more than 300 high net worth clients, 90% of them have gained a positive net payoff •Research on macroeconomic policy, shares, hot events and provide investment consultancy •Organize more than 100 road shows •Promote the sale of equity products, over fulfilled quarterly sales KPI, the accumulated sales amount has reached nearly 10 million since employment



证券时报

• 1 - 100 Employee

• Project Intern

  • Apr 2022 - Dec 2022

  Top Analyst is a talk show presented by CHINAFUND & JIHUIBAO, inviting senior analysts to discuss hot economic topics and guide investors in seeking investment opportunities. My duty is to assist my supervisor in contacting reputable analysts and complete shooting, meanwhile, sending the live link to my clients to exchange tips and ideas on investment. The talk show indirectly fostered my selling fund products, reaching the highest sales amount up to 4 million. Top Analyst is a talk show presented by CHINAFUND & JIHUIBAO, inviting senior analysts to discuss hot economic topics and guide investors in seeking investment opportunities. My duty is to assist my supervisor in contacting reputable analysts and complete shooting, meanwhile, sending the live link to my clients to exchange tips and ideas on investment. The talk show indirectly fostered my selling fund products, reaching the highest sales amount up to 4 million.



Industrial and Commercial Bank of China

• China
• Banking
• 700 & Above Employee

• Management Trainee

  • Aug 2020 - Jun 2021

  •Responsible for financial due diligence of small & micro enterprises and write credit reports •Assess the potential financial risks with postulated model •Regular communication with clients to determine the credit line •Responsible for financial due diligence of small & micro enterprises and write credit reports •Assess the potential financial risks with postulated model •Regular communication with clients to determine the credit line



SPD Silicon Valley Bank 浦发硅谷银行

• China
• Banking
• 1 - 100 Employee

• Corporate Banking Intern

  • May 2019 - Oct 2019

  •Input financial statements and analyze financial status •Write a summary to assist supervisor understanding current operation capability •Update corporate credit info and recheck NDA •Monthly update PR(portfolio review) report •Input financial statements and analyze financial status •Write a summary to assist supervisor understanding current operation capability •Update corporate credit info and recheck NDA •Monthly update PR(portfolio review) report



National Business Daily

• China
• Newspaper Publishing
• 1 - 100 Employee

• Project Intern

  • Jun 2018 - Jul 2018

  Worked on a joint research project between Emlyon Business School and National Business Daily on the Belt and Road Initiative. My duty is to make analysis on financial statement of top 100 enterprises in subdivided industries with postulated models and rank them in the light of profitability, market share, integrated contribution, etc. The project provided me a great opportunity to have some insight into these key enterprises. Worked on a joint research project between Emlyon Business School and National Business Daily on the Belt and Road Initiative. My duty is to make analysis on financial statement of top 100 enterprises in subdivided industries with postulated models and rank them in the light of profitability, market share, integrated contribution, etc. The project provided me a great opportunity to have some insight into these key enterprises.