Experience

XJ Capital
• Hong Kong
• Investment Management
• 1 - 100 Employee
• Business Development Assistant

  • Feb 2023 - Present


Yutong Bus & Coach

• China
• Motor Vehicle Manufacturing
• 100 - 200 Employee

• Sales Assistant

  • May 2021 - Jul 2021

  ➢ Served as the sales assistants for European areas, assisted sales manager in sorting out materials and following up after-sales communications with overseas customers; ➢ Carried out market research, analyzed competitors’ data, and assisted sales manager in formulating sales plans, preparing quotation and bidding documents according to the actual market conditions; ➢ Took minutes and summaries of daily online meetings with subsidiaries in Europe, Italy, France, Greece, etc., at the group headquarters, kept contact with suppliers and clients, understood their demands and orders to capture business opportunities, and also provided assistance in expanding marketing channels in European areas. Show less



Bank of Communications Co.,Ltd.

• China
• Banking
• 500 - 600 Employee

• Project Assistant

  • Nov 2020 - Dec 2020

  ➢ Attended regular training sessions to understand the workflow and business scopes of the bank, and then assisted department manager and staff in preparing the issuance materials of medium-term notes; ➢ Participated in the preliminary declaration and verification of medium-term notes of Henan Investment Group that were worthy of CNY 1 billion, and super & short-term commercial paper (SCP) of Henan Railway Investment Group that were worthy of CNY 500 million. ➢ Attended regular training sessions to understand the workflow and business scopes of the bank, and then assisted department manager and staff in preparing the issuance materials of medium-term notes; ➢ Participated in the preliminary declaration and verification of medium-term notes of Henan Investment Group that were worthy of CNY 1 billion, and super & short-term commercial paper (SCP) of Henan Railway Investment Group that were worthy of CNY 500 million.



Prudential Hong Kong

• Hong Kong
• Insurance
• 700 & Above Employee

• Global Financial Internship

  • Jan 2019 - Jan 2019

  ➢ Took part in lectures and finance practical training offered by Prudential Hong Kong Limited, developed a general understanding of the Hong Kong insurance industry and Prudential’s insurance products; ➢ Discussed clients’ asset allocation models, risk tolerance, expected return profiles, etc., with Prudential’s sales team, worked with the team to create and present some asset allocation portfolios using PPT slides, and then conducted daily briefings in mock business meetings, with honed skills in data analysis, cooperation, and problem-solving. Show less



China CITIC Bank

• China
• Banking
• 100 - 200 Employee

• Customer Relationship Assistant

  • Jan 2018 - Jan 2018

  ➢ Proffered business consultations, understood customers’ needs, formulated personal financial plans, and also provided related sales services (e.g., personal loan products, financial products, deposits, insurances, etc.); ➢ Provided assistance in preparing loan documents, and assisted customer manager in completing pre-loan and post-loan investigations, as well as implementing compliance and risk management requirements; ➢ Followed customer manager to visit customers on the eve of the Spring Festival, and deepened comprehension of the operation and financial status of customers’ enterprises. Show less