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Yue(Wendy) ZENG
Assistant Manager Customer Services

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About me
Graduate Teaching Assistant at City University of Hong Kong
Education

The Australian National University
2021 - 2023Master's degree Finance, General
BNU-HKBU United International College
2017 - 2021Bachelor of Business Administration - BBA Finance, General
Experience

Ping An Securities Company, Ltd.
Dec 2018 - Feb 2019Assistant Manager Customer Services1. 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

Ping An Bank Co., Ltd.
Jun 2020 - Sept 2020Credit 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

City University of Hong Kong
Sept 2024 - nowGraduate Teaching Assistant
Licenses & Certifications

Chartered Financial Analyst (CFA) Level II Candidate
CFA InstituteJul 2022
Certified Sustainable Development Professional (CSDP)
PracteraDec 2023
Honors & Awards
- Awarded to Yue(Wendy) ZENGGolden Award of Student Leadership Pathway Program - May 2021
- Awarded to Yue(Wendy) ZENGStudent Internship and Social Practice Scholarship - Feb 2020
Languages
- enEnglish
- chChinese
- koKorean
- caCantonese
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