• Build broad business connections to acquire feasible investment opportunities from big companies in China, especially from property development companies and government-owned enterprises.• Make investment decisions based on industry trends, internal and external market environments, project quality and other information.• Prepare investment reports and papers for investment approval process • Coordinate and manage due diligence work • Review legal documentations, coordinate, negotiate and execute transactions• Lead and deeply participate in post-investment management of invested enterprises• Guide the work of middle and junior level investment personnel of the investment team and help them improve their abilities.

• Develop EPFR Global’ s business in North Asia by setting up new distribution channels, acquiring new data contributors, enhancing marketing exposure, streamlining operational process, partnering with government entities and media channels. Grow company’s revenue by 100% year on year to $ 1.5 million/year and the renewal rate to 95%.• Coordinate with internal product and research departments to launch new researches and asset allocation models covering Asia capital market. Provide customised solution to key accounts and expand clients based from sell sides to buy sides and financial regulators, closed cases including co-developing China equity trading rules with China Life Asset Management, researching cross border capital flow with China Securities Regulatory Commission and formulating high yield bond and investment grade bond asset allocation model for Taiwan Cathay Securities Investment Trust Co.• Set up strategic partnership with China’s biggest financial information provider Wind Info to promote EPFR’s brand awareness and prospect potential clients leveraging Wind Info’s 100% penetration rate in China financial market.• Partner with top tier securities, such as SW Securities, Oriental Securities and Mizuho Securities; brokers, such as Tradebook under Bloomberg; asset management companies, such as China Life Asset Management; financial regulars, such as China Securities Regulatory Commission to host investment seminars and other marketing activities to well position EPFR Global as the expert in fund flow area.• Built business relationships with financial regulators, asset management companies, investment banks, hedge fund, PEs, VCs etc. in North Asia.• Conduct competitor intelligence analysis on main competitors Lipper and Morning Star to help management team define corporate strategy.

Be responsible on overall marketing strategy on top local banks, foreign banks and government bodies. Coordinated product, technology, sales and training team members to uncover client’s needs, provide total solution and prospect new clients.• Provided differentiated value-added products and services to different financial institutions such as banks, securities companies, fund houses, trusts, PE, VC based on my solid knowledge about financial industry. Examples including providing integrated research platform for investment bank division of UBS Securities, setting up automatic quotation system for FX trading for Longjiang Bank and FX trading system for State Administration of Foreign Exchange.• Set up strategic account plan for key clients, matched client’s changing -needs with tailor-made solution. Provided first-hand feedback from market to company for new corporate strategy development.• In charge of overall customer relationship management, optimized customer service process and ensuredhighest standard customer’s satisfaction. Key clients include POBC, SAFE, MOF, MOA, China Everbright Bank, Morgan Stanley, Golden Saches, UBS etc.• Developed solid working relationship with treasury departments of banks, finance companies, investment companies, insurance companies etc.

• Partnered Insurance Companies to design insurance products that are suitable to sell through bank’s channel.• Revamped operation process and deployed financial analysis to help senior management implement sales strategy. • Co-developed Insurance Product Processor (IPP) system driving up revenue and cutting down cost exponentially, which set up a milestone among all foreign banks in China.• Designed and implemented various MIS to help sales team closely track sales activities.

• To be personally effective at building the business, deepening relationships and increasing targeted customer segments through the execution of an effective sales process.• Managed customers’ investment portfolios based on my sound knowledge on FX, Bond, Mutual Funds, Structured Products, Option, and Insurance etc• To be actively engaged in branch’s daily management, acted as the Deputy Branch Manager to take the full charge of the running of this branch when Branch manager was away and led the sales team to deliver the best performance among all branches nationwide.

• In charge of Citibank’s overall expansion strategy in northern China• Identified key locations for Citibank’s branches and ATMs by conducting competitive intelligence analysis both on competitors and our strategy. • Researched new business opportunities, identified likely sales points, developed strategic plans and sales strategies, and undertook presentations to and negotiations with prospective customers.