0-1 setup global wealth management framework for Chinese new economy enterprises and executives, establishing a comprehensive product platform including actively managed FoF, global product selection pool, high-net-worth discretionary account services, and corporate cash management.Created an actively managed FoF investment platform with a diverse risk-return product line, covering a wide range of investment strategies, achieving outperformance of market returns, approved by top value awards in market.Established a global strategy research and evaluation system supporting FoF investments, featuring Quantitative Strategy covered both popular and high potential niche dark horse funds with high performance.Launched Discretionary Account allocation service targeting new economy enterprises and executives.Developed a suite of end to end technical services including product selection, investment trading systems, and an online client service app.

Responsible for leading the private banking products team, developed the private banking agency product line, including currency market equivalents, short -term investment instruments, loan-backed assets, bond investments, CTA, quantitative hedging, and portfolio investment products. Managed assets worth 50 billion RMB across various investment vehicles.Setup end to end process of agent products research, selection and white list access.Setup formulated pre-investment access, post-investment evaluation, and information disclosure mechanisms for private banking agent business managers.Led the development, selection, and promotion of exclusive insurance products for private banking.

Collaborated with senior analysts and traders to provide global macroeconomic analysis for high-net-worth clients with financial assets exceeding 5 million USD;Selected and designed investment products for high-net-worth clients based on daily market changes and was responsible for product follow-up and ongoing support, including global equities and equity derivative products.