Keyuan Gu

Experience

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  Inland Revenue Authority of Shanghai, China

  May 2012 - Aug 2012

  Analyst

  1. Processing the taxation data and excel models to conceptualize the numerical information into summary. 2. Working with accountants from some big firms in Shanghai and assisted them to make sure the taxation payment process is smooth. 3. Ensuring 100% correctness, more efficient and cost-reduced(-2% on average) model on taxation data mining. 4. Having the opportunity to go to the starting-ups to help them learn how to follow with the compliance under taxation law in China.The feedback from the IRA of Shanghai was good, and because it was my second time to have experience with them. This internship made me emerge more capabilities and motivations on the career of financial industry. Show less

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  Standard Chartered Bank

  Jul 2013 - Aug 2013

  Internship

  1. Helping the relationship managers to prepare the necessary documents and forms for customer's servicing.2. Learning how to review customer's portfolio and do cash flow analysis with case studies.3. Helping to construct the Customers Due Diligent (CDD) check on suspicious transactions to prevent money laundering or terrorist financing.After the internship, I was invited to apply the 2014/15 graduates programme in Standard Chartered Bank.

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  Aberdeen Asset Management

  May 2015 - Nov 2015

  Analyst

  1. Joining the Aberdeen fresh graduate programme 2015 and rotating in several different departments to learn fund advisory procedure.2. Following up the projects, reporting directly to project manager and fund manager on weekly basis for market updating. 3. Consolidating the excel models and comparing the final outcomes from those models to give suggestions for fund manager4. Communicating with both buy side and sell side to ensure the fair dealing. Working as individual and together with a team to improve the investor's experience.5. Complying with certain regulation requirements set by MAS to improve the transparency and anti-money laundering level of the company.During this half-year experience, I had acquired a wide-range knowledge and deep understanding in financial products. That is why I started having strong interests in financial services position in financial institutions, Show less

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  AIA

  Nov 2015 - Jan 2017

  Financial Service - Wealth Management

  1. Having an intensive training on financial services at the first two months in AIA, Learning and understanding the appropriate procedure of financial advising.2. Exploring new business for company, representing as a financial service consultant (FSC) in AIA to help the public including both individual and group to get appropriate insurance coverage. 3. Participating necessary activities such as company's roadshows and agency activities for marketing.4. Strictly following the marketing conduct guideline (MCG) which set by the company and MAS with a balance scorecard of A grade.5. Reviewing existing customer's insurance portfolio every quarter. Also giving advise in re-balancing of ILP funds, improving portfolio stability, covering up the shortfalls and updating company's information.6. Providing professional post-sale services to my own customers such as trust nomination, beneficiary appointment, ownership assignment etc. 7. On behalf of own customers, representing them to file claims from AIA. Show less

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  DBS Bank

  Feb 2017 - now

  Branch Relationship Manager

  1. Provide one-stop financial advisory at the bank branches to customers through wealth management products that include insurance, structure deposits, loans and unit trusts.2. Discover investment opportunities in the market, managing customers' investment portfolios3. Conduct regular meetings with existing and potential customers to fulfill their banking needs.4. Develop and strengthen long-term relationships with important bank customers by providing excellent service.5. Work closely with team to address different segment customers’ financial needs with active involvement in bank-wide campaigns and branch activities.6. Drive sales strategy and target sales penetration for key customers. Show less