Winnie LIU, CFA FRM

Experience

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  Goldenway Group

  Apr 2013 - Apr 2015

  Customer Service Representative

  Marketing various LLG&LLS products;Deliver trading service and support to the clients;Establish and maintain good relationship with clients and prepare for the customer activities;Inpute data and update Sales Force and CRM system;Handle complaints from the clients

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  UOB Kay Hian

  Jun 2015 - Sept 2016

  Sales Assistant

  Provide administration and sales support to a Sales Associate in wealth management department;Execute orders of both local and global equities;Check market and specific stock's update and news;Communicate strategy views to clients;Check risk rating of the clients complies with company's standard and rules as well as regulation of HKSFC;Perform marketing activities;Experience in serving High Net Worth Clients

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  中泰國際

  Nov 2016 - Nov 2021

  Treasury Manager

  Designing and implementing financing plan according to business developmentFinancing channels development and maintenanceNegotiation financing terms and liaison with Bank for financing documentsFormulating and implementing hedging plansMonitoring liquidity positions and implementing financial stress test Funding cost management and forecast Participating in IPO financing activitiesParticipating in corporate bond issuing and underwriting activitiesPreparing periodic treasury and financial analysis and summary to parent company and SASAC Show less

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  Lucion International Financial Limited

  Nov 2021 - now

  Deputy Director

  Designing ,implementing financing plan and managing all funding channels Negotiation financing terms and liaison with Bank for financing documentsCashflow forecast for assets and liabilitiesBuilding internal treasury standards and proceduresBank accounts management and ensure compliance of accounts operation processMonitoring and forecasting firm’s liquidity positionParticipating in bond issuing and underwriting activitiesPreparing periodic treasury and financial analysis report Liaison with auditors for annual audit Show less