Minting LAO

Experience

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  Qianhai Financial Assets Exchange

  Jun 2015 - Jul 2015

  Private Banking Assistant

  1. Assisted in managing the list of fixed assets on Zhao Cai Bao, an asset auction website under Alipay Limited.2. Worked with a partner who major in law to provide valuable insights on Hong Kong private equity regulations about cross-border transactions.

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  Quality HealthCare Medical Services Limited

  Jul 2015 - Sept 2015

  Business Intelligence Researcher

  1. Analyzed over 200 clinics of the company to discover new market opportunities and to understand customers’ needs. 2. Assisted in analyzing competitors, including their operation hours, service provided, hotline arrangements, etc.3. Developed and set up an internal information inventory using Excel and Google Maps for 600 hospitals and clinics for future marketing/promotion and analysis.

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  Cai Shang Chuang Fu Financial Consulting (Shanghai) Limited

  May 2016 - Jul 2016

  Financial Advisor Assistant

  1. Prepared a report to analyze wealth management differences between investors in mainland China and Hong Kong.2. Assisted advertising/marketing team and business analysis team on financial statements of US Real Estate Investment Trusts (REITs) before presentation to clients.3. Gained valuable living experience in Shanghai and visited big-name companies, such as Ping An Bank, The Peninsula (Shanghai) Hotel, Shanghai Airport Authority, etc.

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  魔幻時刻 Magic Moments

  Feb 2017 - Oct 2017

  Co-Founder

  1. Created company branding and set up a marketing strategy plan.2. Communicated between customers and magicians/balloon twisters to provide quotations, arrange shows, and handle logistics.2. Conducted daily bookkeeping and managed financial reports and taxation.About UsMagic Moments is a professional magic and balloon entertainment production company.Our GoalWe are committed to providing customers with high-quality services, bringing high-quality performance to the general public, establishing a good and long-term cooperative relationship with customers, and striving to provide tailor-made services for customers’ needs. We firmly believe that every client is unique, therefore we value the process of communicating with clients, coupled with the collaboration of our professional team to create your own unforgettable magical moments together. Show less

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  Richlux Swiss Watch

  Jul 2017 - Nov 2017

  Digital Marketing Assistant

  Managed social media accounts and created post content.

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  CoverGo | Insurtech

  Aug 2017 - Dec 2022

  1. Provide exceptional customer support via the Jira Service Management platform to address inquiries, troubleshoot issues, and ensure timely resolution.2. Proactively engage with customers to understand their needs, challenges, and goals, offering tailored company solutions and product recommendations.3. Act as a liaison between customers and internal teams, advocating for customer needs and feedback to drive product improvements and enhancements.4. Monitor customer accounts and usage patterns, identifying opportunities for upselling or cross-selling additional products or services. Collaborate with sales and marketing teams to develop customer success strategies, retention programs, and upselling initiatives.5. Conduct regular check-ins with customers to assess satisfaction levels, gather feedback, and provide ongoing support and guidance.6. Strive to exceed customer expectations, build long-term relationships, and foster loyalty through personalized attention and exceptional service. Show less 1. Managed 9 projects, including all project phases, i.e., project plan, timeline, budget, human resources, testing, and go live. The client portfolio includes Hong Kong (4 brokers, 4 agencies, and 1 insurer).2. Completed 20 proof of concepts from pre-sales demonstration to deliver prototypes. The client portfolio includes Hong Kong (8 insurers, 3 brokers, 1 government authority, 1 financial institution, 1 tech company), Indonesia (1 insurer), Macau (1 broker), UAE (1 insurer), UK (1 insurer), USA (1 financial institution), and Thailand (1 insurer).3. Collected, analyzed, and designed solutions to project business requirements.4. Built pricing rules for insurance products (general and P&C) based on actuarial pricing models for websites and policy servicing systems.5. Assisted in sales and marketing as well as admin and human resources. Show less

  • Technical Support Manager

    Dec 2022 - Dec 2022

  • Senior Business Analyst

    Jan 2022 - Nov 2022

  • Business Analyst

    Aug 2018 - Dec 2021

  • Intern

    Aug 2017 - Jul 2018