Experience

嘉实财富管理有限公司

• Investment Management
• 1 - 100 Employee

• 高级投资顾问

  • Jul 2021 - Present



China Merchants Bank

• China
• Banking
• 100 - 200 Employee

• Manager, Private Banking

  • Apr 2018 - Jun 2021



China Merchants Bank

• China
• Banking
• 700 & Above Employee

• Associate

  • Jun 2017 - Jun 2021



Penghua Asset

• Shenzhen

• Internship

  • Jul 2016 - Aug 2016



Guangxi Normal University

• China
• Higher Education
• 1 - 100 Employee

• Research Assistant

  • Jun 2012 - Aug 2014

  Worked in a team in chemistry department with their green chemistry and waste chemical reusing research project. Collected and analyzed experiment data and summarized project result. Wrote and rewrite the draft of project report Worked in a team in chemistry department with their green chemistry and waste chemical reusing research project. Collected and analyzed experiment data and summarized project result. Wrote and rewrite the draft of project report



China Construction Bank

• Banking
• 700 & Above Employee

• Internship

  • Jul 2013 - Aug 2013

  Sorted and categorized customers’ information, entry new customers’ data, and review and reorganized historical data. Pre-processed loan documents to help customer manager in making decision. Advised customers interested in purchasing funds by addressing introductory questions and providing overview about the bank product portfolio. Provided services to channel 50 customers per day to the appropriate banking department to satisfy their need. Sorted and categorized customers’ information, entry new customers’ data, and review and reorganized historical data. Pre-processed loan documents to help customer manager in making decision. Advised customers interested in purchasing funds by addressing introductory questions and providing overview about the bank product portfolio. Provided services to channel 50 customers per day to the appropriate banking department to satisfy their need.