Markets operation management

Third Bridge provides Private Equity firms, Hedge Funds and Strategy Consultants with the information that they need to understand the value of their investment opportunities.1. Offer leading PE clients multiple access to knowledge from industry professionals and thought leaders 2. Organize private consultations, conference calls, and meetings with industry specialists to deliver specific insights 3. Supervise team members’ research and assignments to optimize team performance

1. Successfully organized UHNW events to promote financial products including term deposit, mortgage loan, precious metals and other financial vehicles. Awarded andRanked No.1 in Pudong Branch for precious metal sales. 2. Strengthen customer relationship, offering excellent customer service and professional financial advice3. Facilitate cooperation between branch and divisions to increase cross selling opportunities4. Lead summer credit card competition in Bank of China, group ranking No.1

1. Responsible for daily branch performance data analysis, reporting to senior executive2. Manage UHNW individuals in Pudong branch and build up strong network 3. Translation and set up meetings to promote business transaction with Porsche4. Effective communication to increase sales and build up brand image

• Monitor and maintain the order in bank hall and reduce the customer complains• Provide banking assistance to bank customers in handling their deposits and payments. • Guide and assist customers to fill in the application forms according to their requirements• Liaise between banking personnel and customers

Key responsibilities: • Working with bank product manager, learning bank transaction product knowledge.• Profile new customers and record customer information in banking system• Gather and analyze financial and related data of customers• Assist Product Manager to promote cross-selling banking products based on customer needs and financial conditions and serve customers

Key responsibilities: • Assist and support manager to serve customers and maintain relationships with customers• Provide customer guidance on filling in the application forms.• Liaise between security personnel and customers