• 参与管理培训生三年轮岗计划（金融、投资方向），在资产管理部、资金部、财务部（Reporting Team）、投资者关系部和财务管控部门进行轮岗。• 参与集团2022 2H BP的重编及2023 Full Year BP的编写；使用Cougar进行集团10年BP预测。• 使用Tableau、Excel对集团商业地产月度/季度/年度商业数据分析，包含经营、节假日活动及预实分析等。• 参加2020年年报及2021年中期报告及业绩发布会的准备。• 参与公司商业地产拆分上市，主要负责部分商业地产估值、商业数据的拆分、税务方面的调档查询等。• 参与太平桥交易、佛山交易，协助完成通函中财务数据的出具。• 参加财务系统自动化升级计划，帮助推进公司财务系统（BI、OEMS、Vision等财务系统）电子化进程。

Manage the investment portfolio of assigned accounts and proactively assist in the management of existing wealth and trust relationshipPlan and execute day-to-day portfolio management for assigned accounts within the guidelines of policies and strategies.Support the new business efforts of Wealth Advisors and Personal Trust Specialists in the marketing and selling of investment management and fiduciary services. Proactively maintain contact and meet with existing clients to build positive account relationships, retain existing account assets, and expand existing relationships. Keep abreast of economic, market and investment conditions.

Participated in Summer Intern Program in Commercial Real Estate and Investments.Learned Commercial Real Estate valuations, financing and underwriting; Learned various knowledge in investments including Equities, Debt & Alternative Investments, Syndications & Managed Investments, Investment Banking, Mergers & Acquisitions, Commercial & Residential Property Investment, Investment Comparison/ContrastTook active part in group meeting & discussion; Gave presentation on investment topicsParticipated the panel, looked into details on roles taken by different departmentsSystemized the existing successful deals from different departments, reported to managers

Responsible for customer service, management, and making weekly schedules.Assigned customer services to visit gold clients, scheduled monthly physical examination for platinum members, increased clients' satisfaction and loyalty.Managed on-site project promotion campaigns, and customer experience activities. Responsible to design activity process and venue booking.Systemized clients' feedback, reported problems related to policies and management monthly.Led internship team of 10 trainees. Made weekly schedules, distributed tasks and reported performance to supervisor.

Responsible for house loan, credit card loan, and financial credit service for micro and small enterprises.Conducted fundamental analysis of personal loan applicants, and prepared loan proposals to approver.Provided advisory services in personal banking business, guided clients to other departments as needed, reduced time spent on waiting. Introduced various bank products to clients, processed application for interested clients