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Work Experience

Mar 2021Now

Private Client Department - Vice President

CMBC Capital Holding Limited

45/F, One Exchange Square, 8 Connaught Place, Central, Hong Kong

  • Work closely with Branch Presidents, District Managers, Investment Counselors and other key stakeholders in building sound sales pipelines to ensure key performance indicators are being met.
  • Identify existing and prospective customers' needs of financial services, including both products & services. Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs.
  • Influence and facilitate working-partners in both mainland China and Hong Kong to refer and cross-offer potential business opportunities for sustainable business growth.
Dec 2016Mar 2021

Investment Bank Management Headquarters - Manager

Zhongshan Securities Co.,Ltd.

21-22F, Hisense Southern Building, No. 1777, Chuangye Road, Nanshan District, Shenzhen, Guangdong, China

  • Develop relationships with new and existing clients in order to expand the business.
  • Develop relationships with investors in order to build the sales channel. 
  • Conduct strategic research and due diligence investigations of the client.
  • Organize roadshows to connect clients with target investors.
  • Participate in the project teams of "National Equities Exchange and Quotations (NEEQ)."
May 2016Nov 2016

"Teen's Talent Show" Program - Intership

Sino Vision

15 E 40th St #10, New York, NY 10016

  • Responsible for researching and analyzing the media coverage, program promotion and publicity, social media planning and execution, etc.
  • Formulate a comprehensive social media plan to raise the public awareness of the "Teen's Talent Show."
  • Promote the "Teen's Talent Show" utilizing various social media platforms.
  • Prepare the press conference of the "Teen's Talent Show."
Jan 2016Mar 2016

Venture Capital Assistant - Intership

Shenzhen HTI Group Co., Ltd.

Floor 22-23, No.7028, Shennan Street, Futian District, Shenzhen City, Guangdong, China

  • In charge of assisting the general manager to visit and investigate different companies.
  • Responsible for researching the corporate data, evaluating the risks of investment and drafting the risk assessment report.
  • Organize the conference meeting.
Feb 2014Mar 2014

Assistant Consultant - Intership

Roland Berger Strategy Consultants Co

20/F, Tower A, Gateway Plaza, No.18 Xiaguangli, Dong San Huan North Rd., Chaoyang, Beijing, China

  • Responsible for researching, reviewing financial statements, evaluating competitors, preparing materials,etc.
  • Participate in the Shenzhen Egongwan real estate project and communicated with client to understand what client wish to improve.
  • Prepare situation analysis and recommendations of the Shenzhen Hongrongyuan Real Estate Development Co. Ltd. and presented them to the client.