Junwei YUAN

Experience

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  China Galaxy Securities

  Jul 2013 - Aug 2013

  Intern Sales Department

  • Expanded the business; Contacted with customers and reported their requirements; Helped clients to solve the problems of their accounts• Traced target stocks’ performance and analysed market performance; Wrote the quarterly report.• Introduced financial products for clients.

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  Malyard Futures company

  Jul 2014 - Jun 2015

  Manager Assistant

  • Expanded the businesses; Participate in external client reporting, presentation, client facing and post meeting Q&A; Organize portfolio monitoring meeting, propose trade ideas base on latest data and fundamental changes; Managed the sales operations and promotion activities.• Assisted in managing the investment portfolio for institutional client; Prepared report and related documents to senior manager; Assisted to execute buy or sell command on the transaction platform; Perform credit monitoring and comprehensive bottom-up credit analysis.• Analysed the risks and profits of portfolios and reported to clients; Construct mock portfolio and contribute to RFP redaction process; Participate in Risk management and portfolio monitoring. Show less

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  EDU Association Ltd.

  Aug 2017 - Dec 2017

  Sales Intern

  • Expanded business; assisted us in developing markets in France, Germany and other European countries.• Promotion seminar schedule arrangement and sharing conference generation; marketing for EDUA programs.