Iris Yang Email & Phone Number

Hong Kong SAR

Hong Kong SAR

Shenzhen, Guangdong, China

• Fast promotion in 1 year (From Analyst to Senior Analyst)
• Analyse the industry environment, current situation, competitive pattern and other aspects, identify the development trend and prospect of the industry, and complete up to 10+ industry research reports of 200+ pages
• Design and complete a market survey according to clients' demand

Melbourne, Australia

• Vantage FX is a leading Australian Broker that offers trading and investment services to clients worldwide.
• Managed, maintained and developed relationships with potential clients, and converted them into live trading clients to meet monthly sales and KPI targets
• Provided front line support to help clients with any issues they experience during the FX trading.
• Proactively conversed with clients about financial markets and the latest innovations

Melbourne, Australia

• Benting Pty Ltd is the most popular retail store in Wantirna suburb.
• Launched lollies, American beverages and coffee products after doing market research, and sales increased by 9% by the end of 2017
• Analysed sales data and customer characteristics and worked out shelf planning in line with consumer consumption habits, and sales increased by 5%
• Planned and organised marketing activities regularly, with an attendance rate of 90%+ and conversion rate of new customers of 50%+
• Analysed store sales and inventory level and liaised with suppliers with purchase planning to ensure 100% compliance to an agreed service level

Shenzhen, Guangdong, China

• Essence Securities Co., Ltd is one of the leading securities corporations in China and provides a wide range of security services.
• Conducted research on Chinese economics and industry to support Investment Consultant using Top-down analysis to generate target stocks in trading simulation
• Identified clients’ required return and risk tolerant to assist Investment Policy Statement (IPS) conducting, ensured 100% compliance to clients’ situation
• Shared capital market information and ideas for clients and answered questions with enthusiasm on a day-to-day basis, awarded for exceptional client services

Guangzhou, Guangdong, China

• China Bohai Bank is the first national joint-stock commercial bank founded with the approval of the State Council of China since 1996.
• Offered advises of funds investment for more than 1000 clients, receiving unsolicited positive client feedback provided to Channel Manager many times
• Prepared Powerpoint presentation regarding new funds issued and participated in funds selling which exceed 10 million CNY
• Planned and organized activities such as financial management lectures and parents-child activities for high-quality clients, which attracts new high-quality clients to deposit and buy financial products more than 20.

Master Of Banking And Finance, Economics

Certificate In Business Management, Business Administration, Business

Activities and Societies: Youth Leader, International Student Exchange Centre • Chinese language tutoring -- Taught 50+ international.

Bachelor Of Economics (International Finance), Economics

Activities and Societies: Vice Minister, Marketing department, Student Union of Finance Department • Marketing Planning - Led the team to.