Experience

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  Glory sky group limited

  Jun 2011 - Aug 2012

  Investment consultant (private client services)

  - Developed and maintained a client base of both individual and institutional clients in Hong Kong and Mainland China- Was both sales representative and trading analyst, focusing on FX (mainly), precious metals (mainly), stock, commodity, investment fund, and immigrant investor programs etc.

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  Fxcm

  Sept 2012 - now

  - Direct all operational aspects including distribution, customer service, human resources, administration, seminar, online webinar, in accordance with the company's objectives- Well establish Chengdu branch from zero; lead the whole team to complete company goals and ultimately run the branch in smooth- Plan and run different events with third-party companies and local famous universities- Provide appropriate training, guidance, coaching, development and motivation for subordinates- Develop forecasts, financial objectives and business plans- Lead team to explore and be in charge of different channels of social media, like creating and maintaining official WeChat, Weibo accounts, Baidu Teiba, Facebook etc. - Accomplish ad-hoc company projects under fast-paced company culture, e.g. help to develop other offices in China (Nanjing, Guangzhou), execute development plan in Taiwan market, kick start API cooperation with third parties in China etc. Show less - Launch routine seminars and online webinars to both new and existing clients on the topics of FX and commodity trading, different level of technical analysis and market fundamental analysis - Lead client education events to help client gaining better understanding in company brand and products; events include large-scale exhibition, roadshow, round-table meeting and hotel event etc. - Drive entire APAC sales team a deeper market understanding and latest market updates by creating regular market researches and product analysis reports, focusing on FX and commodities- Support APAC sales team by providing financial solutions and professional trading advice per client requirement and portfolio - Conducted internal training on a group of instructors and analysts from different offices in China as well as different APAC branches - Publish professional financial analysis report to external parties like outstanding financial websites, newspapers or magazines, and also for internal use; be consulted in the aspect of market and trading per requirements from sales team and leads/clients Show less

  • Branch General Manager (Chengdu)

    Mar 2015 - now

  • Chief Instructor and Analyst

    Mar 2015 - Jan 2019

  • Sales Representative

    Nov 2013 - Feb 2015

  • Client Service Representative

    Sept 2012 - Oct 2013