Jingyao Zhu

Investment Adviser at China Merchants Securities
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Contact Information
us****@****om
(386) 825-5501
Location
Hongkou District, Shanghai, China, CN
Languages
  • 英语 Professional working proficiency
  • 中文 Native or bilingual proficiency

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Credentials

  • 基金从业人员资格
    -
  • 证券业从业人员资格
    -

Experience

  • 招商证券股份有限公司
    • China
    • Investment Banking
    • 100 - 200 Employee
    • Investment Adviser
      • Jul 2020 - Present

      1.Maintain good relationship with clients, understand their risk tolerance and investment goal. 2.Develop new customers, offer wealth management plan and investment consultancy services. 3.Have a good grasp of investment theories and financial instruments, undertake research into capital markets, industries and stocks and give investment advice. 1.Maintain good relationship with clients, understand their risk tolerance and investment goal. 2.Develop new customers, offer wealth management plan and investment consultancy services. 3.Have a good grasp of investment theories and financial instruments, undertake research into capital markets, industries and stocks and give investment advice.

  • Hengfeng Bank
    • Shanghai
    • Financial Management Officer
      • Aug 2017 - Aug 2019

      1、Define monthly and annual KPI of business departments and branches； 2、Monitor dynamic variation of financial indicators of business sectors and complete business analysis reports, providing insightful business performance analytics and strategic suggestions； 3、Participate in the development of annual budget and monitor monthly expense of business sectors 1、Define monthly and annual KPI of business departments and branches； 2、Monitor dynamic variation of financial indicators of business sectors and complete business analysis reports, providing insightful business performance analytics and strategic suggestions； 3、Participate in the development of annual budget and monitor monthly expense of business sectors

  • Hengfeng Bank (Suzhou Branch)
    • Suzhou, Jiangsu
    • Relationship Manager (Corporate Banking)
      • Aug 2016 - Aug 2017

      1、Identified potential customers based on analysis of local industry and drew up marketing plans； 2、Understood true funds demand of corporate clients through interview and investigation； 3、Offered a variety of financing solutions to meet different funding needs of clients； 4、Maintained good relationship with existing customers so as to implement post-lending management and renew loans at maturity； 5、Sought proper non-standard assets investment projects through business networking with other financial institutions Show less

Education

  • Durham University
    Master, Finance
    2014 - 2016
  • Sun Yat-Sen University
    Bachelor, Tourism Management
    2009 - 2013

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