Experience

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  Prudential hong kong

  Feb 2015 - Feb 2015

  Team leader

  -Received training on Prudential HK's assurance products;-Researched on individual investment practices between HK and mainland China and produced a report;-Led a 5-person team to analyze cases in a financial analysis contest and took charge of the presentation;-Helped the team win the 4th place in the above contest and cultivated leadership quality.

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  Industrial and commercial bank of china, new york

  Apr 2016 - Jun 2016

  Lobby manager assistant

  The largest bank in China and one of China’s “Big Four” state-owned commercial banks.- Identified and guided clients to relevant service areas and helped clients to use the facilities. - Promoted financial products to the clients coming in the bank.

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  China life insurance co.ltd

  Aug 2016 - Sept 2016

  Customer manager

  The biggest Life insurer in China. Changsha Tianxin Sub-branch has business including Personal Insurance, Property Insurance, and Bancassurance. - Signed a client within 1 month with a contract of 30000 RMB/year for 5 consecutive years.- Placed cold calls to invite potential customers to China Life’s publicity events. - Accompanied customers during the events and provided product introductions in detail.

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  Tai yue associated accounting firm

  Mar 2018 - Apr 2018

  Assistant auditor

  A local accounting firm with over 100 employees, providing services such as auditing, asset valuation, and tax services for local firms.- Assisted audit team in reviewing financial statements and arranging files for audit reports on 12 projects in different industries including mechanics and food production

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  Shopee

  Mar 2019 - Sept 2019

  Cross border associate intern

  The leading e-commerce platform in Southeast Asia and Taiwan. Reporting directly to cross-border team leader, responsible for key accounts management and campaign management.- Daily analysis of China-Singapore cross-border market performance by monitoring operational KPIs such as GMV, ADO, and CR to provide an overview for the internal team and a detailed analysis of key accounts- Identification of potential hot-selling items for online promotional events such as the “Flash Deals” project, 6.18 Mid-Year Sale, 9.9 Super Sales- Assisted in the sales of advertisements packages offers to the merchants- Independently onboarded three intentional merchants Show less

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  Allianz asset management

  Mar 2020 - Aug 2020

  Strategic research assistant

  The financial and governance holding company for the asset management business of Allianz SE, with approx. EUR 2,000 billion of AuM. Holding company of PIMCO and Allianz Global Investors.Reporting directly to the Head of China Business Development and Head of strategic research and development, responsible for conducting market research to support group strategy.- Assisted in research on ESG (Environmental, Social, Governance) investing, COVID-19’s influence on the asset management industry, and digitalization in the asset management industry- Supported the establishment of the first foreign fully owned insurance holding company in China and was involved in the process- In-time updates on existing build-ups and developments in China to support future mapping in China- Conducted due diligence on potential JV partners Show less

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  Atheneum

  Jul 2021 - Jun 2022

  A research-as-a-service platform serving clients including strategy consulting firms, investment houses, and global corporations. Reporting directly to team leaders and the account manager, responsible for conducting market research and arranging expert calls.- Researched key market dynamics across a range of specialized industries in order to gather valuable information for critical business and investment decisions- Evaluated specific needs, identified knowledge gaps, and found the best industry experts- Successfully connected top industry experts to leading consulting companies, private equity/venture capital funds, and global corporations by communicating, recruiting, negotiating, and sales- Supplied crucial knowledge, on a global scale, to these major players within the consulting, investment, and corporate space- Worked in an international team focused on tight deadlines, quality, multi-task and accurate completion of assigned projects Show less

  • Associate - Global Market Insight

    Jan 2022 - Jun 2022

  • Junior Associate - Global Market Insight

    Jul 2021 - Dec 2021
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  Allianz technology

  Nov 2022 - now

  Project manager

  IF07 Operational Excellence Team/ IT Stability Topic