YUJIA CAI ACCA

Wealth Manager at Bank of China
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CN

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Credentials

  • CVA
    CVA institute
    Apr, 2021
    - Sep, 2024
  • ACCA
    ACCA
    Oct, 2019
    - Sep, 2024
  • Sub-accountant Certificate Preliminary Level
    Ministry of Finance of the People's Republic of China
    May, 2018
    - Sep, 2024
  • Advanced Diploma in Accounting and Business
    ACCA
    Feb, 2017
    - Sep, 2024
  • Second-level Certificate for National Computer
    National Computer Rank Examination
    Jan, 2017
    - Sep, 2024

Experience

    • Banking
    • 700 & Above Employee
    • Wealth Manager
      • Jun 2021 - Present

    • Cashier
      • Apr 2020 - Jun 2021

    • Oman
    • Business Consulting and Services
    • 1 - 100 Employee
    • Assistant To The Director
      • Jun 2019 - Jun 2019

      ▪ Reviewed current and future predicted the financial performance of clients and conducted client meetings to understand their requirements in order to raise funds for future investment; ▪ Developed marketing brochures for international companies to attract potential buyers by analyzing annual reports, financial statement and customer profiles; ▪ Reviewed current and future predicted the financial performance of clients and conducted client meetings to understand their requirements in order to raise funds for future investment; ▪ Developed marketing brochures for international companies to attract potential buyers by analyzing annual reports, financial statement and customer profiles;

Education

  • King's College London
    Master of Science - MS, Finance, General
    2018 - 2019
  • Lanzhou University
    Accounting
    2014 - 2018
  • University of California, Berkeley
    Exchange Programme, Person in Big Data, Public Speaking
    2017 - 2017

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