
Cindy Hu
Analyst

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About me
Life Insurance Agent at CITIC-Prudential Life Insurance Limited 中信保诚人寿保险有限公司
Education

上海财经大学
-Bachelor’s Degree Accounting and Finance
上海交通大学
-Associate's Degree Busniess Management
Experience

J.D. Power
Apr 2007 - Apr 2009AnalystCompany description: J.D. Power’s industry benchmarks, robust proprietary data, advanced analytics capabilities, and reputation for independence and integrity have established the company as one of the world’s most credible, recognized & trusted provider of consumer and market insights.Achievements:• Research information from various sources to complete reports• Responsible for analysis and verification of data• Assist team members for ad-hoc tasks when requested

Shanghai HanHe Trading Co., Ltd
Apr 2009 - Oct 2009SupervisorCompany description: A trading company importing wine from overseas and sell it via supplier chain, also setting up brand stores in different cities for selling. Achievements:• Regular wine knowledge training, sales and promotions, inventory management• Set up and maintain accurate and comprehensive customer records• Feedback collection and improvement for market activities

Citic Realty
Oct 2009 - Feb 2011Property ConsultantCompany description:A company to provide one-stop leasing services for foreigners in Shanghai, from identifying a location to daily support after moving into appropriate house and/or apartment, which maintained the long-term relationships with client. Achievements:• Apartment search, lease negotiation and tenancy management service• Build and maintain relations with current clients & develop new client base• Continual service and follow-up on acquired clients

St. James's Place – Asia & Middle East
Feb 2011 - Jun 2020Company description: The St. James’s Place Wealth Management Group is an award-winning FTSE 100 company with over 730,000 clients worldwide trust us to manage on their behalf £117 billion of their funds under management. In Asia, St. James’s Place is one of the largest wealth management companies serving our target communities, with offices in mainland China, Hong Kong and Singapore. Achievements:• Managed 2 branch business license setups in 2017 and cancellation process in 2020• Managed 10 offices’ lease process plus office renovation and relocation projects• Created an organized and a proper filing system in file server and in SharePoint for each department with different permission level & ongoingly maintenance• Processed more than 80 foreigners’ work visa, managed business visa for visitors plus intern visa for foreigner interns; also coordinated third party’s work visa process reexamination in 2017• Outsourced financial & HR services to the company and reduced cost significantly• Launched payment proof and expense claiming process to monitor required information were correct and to meet requirements• Assisted in tax self-inspection to ensure our policy in accordance with the Regulations in 2015• Assisted in the implementation of labor contract changes for all employees and launched the Individual Income Tax Efficiency Program for foreigner employees in 2016• Launched Business Continuity Plan and Business Recovery Plan in 2016• Launched Health and Safety Policy in 2018 to cover evacuation procedures, regular fire drill and first aid training, risk assessment and regular inspection• Liaised with external suppliers and internal overseas departments to get required facilities for offices operating(to be continued...) 收起 (... continuing)Responsibilities: • Act as first point of contact as the company secretarial, arrange business license updating plus manage annual license and tax inspection ongoingly• Maintaining safe, healthy, clean and effective working environment• Establish and maintain procedures, be a role model and consultant for less experienced team members• Manage contract reviewing, negotiation, purchases, suppliers’ risk and performance management, on-going relationship management and reasonable inventory within budget• Settle payment, monthly payroll, commission splitting and tax filing accurately and timely• Responsible for recruitment, training and performance management of local employees• Responsible for new hires and leavers’ HR & IT process with a smooth transition period• Arrange foreigner employees’ orientation visiting & Wealth Management training course • Responsible for domestic and overseas’ travel and accommodation arrangement within budgets• Support external marketing events & manage internal team building events• Delivery of projects within budget & provide daily administration support to the team • Responsible for Group Charitable Foundation administration work arrangement 收起
Operation Manager - China
Apr 2017 - Jun 2020Office Manager
Feb 2011 - Mar 2017

中信保诚人寿保险有限公司
Aug 2020 - nowLife Insurance Agent
Licenses & Certifications

Assistant Accountant Certificate
Bureau of Finance, ChinaNov 2013- View certificate

Body Language for Women
LinkedInMar 2020 - View certificate

How to Manage Feeling Overwhelmed
LinkedInApr 2020
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