Experience

中信建投证券股份有限公司

• China
• Investment Banking
• 1 - 100 Employee

• 理财规划师

  • Jul 2022 - Present



China Minsheng Banking Corp.ltd

• China
• Financial Services
• 700 & Above Employee

• Intern

  • Jul 2019 - Aug 2019

  Worked as an Intern in the Corporate Business Department of the branch. Used Microsoft Office software to collect and collate financial-related data from clients and eventually input the data into the bank's systems. Prepared reports on the operations of client companies from the perspectives of liquidity, solvency, efficiency, and profitability to support regular staff in understanding the situation of the bank's clients and monitoring their risks. As a bystander, participated in due diligence conducted by bank staff on a client company and observed how the due diligence was conducted, how the staff ensured that the financial data provided by the client company was true and valid, and how they identified the risks in the client company’s operations. Essentially understood the model of commercial banks for corporate business and its characteristics.