Yue(Wendy) ZENG

Experience

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  Ping An Securities Company, Ltd.

  Dec 2018 - Feb 2019

  Assistant Manager Customer Services

  1. Market Research: Contributed to financial market advisory daily and weekly reports (covering A-shares, U.S. stocks, Hong Kong stocks, and commodities); provided stock movement analysis and trade summary for decision support；2. Financial Planning: Assisted in tailored financial planning and investment strategy based on client objectives.3. Operational Duties and Customer Services: Managed departmental duties, including securities account setup, weekly briefings, arranged Year-end client’s appreciation event, ensuring the customer connection and feedback collection for better customer service. Show less

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  Ping An Bank Co., Ltd.

  Jun 2020 - Sept 2020

  Credit Assistant

  • Credit Research: Participated in the completion of 6 credit reports for Cross-Border non-banking financial institutions and current project archiving; used public data for conducting fundamental analysis on client's financial situation, operational conditions. Involved in management activities with businesses, including meeting preparations and producing summaries.• Invoices Management: Handled and organized invoices archiving for verification and improved audit efficiency；• Internal Training: Actively learning core knowledge of innovative financial products through simulation operations and cases. Show less

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  City University of Hong Kong

  Sept 2024 - now

  Graduate Teaching Assistant