Jesse Wang Email & Phone Number

上海市

• 管理团队成员3人，已发行信托产品8只，管理规模峰值20亿元，最高管理费2%，最低管理费0.8%，年创收约2500万元。 • 管理信托产品全部以外部资金募集为主，以资金端需求挖掘投资端项目，项目主要覆盖房地产、政府平台及保险资管公司信托等品类。 • 带领团队成功推动外部金融机构代销与电子化合作，从无到有规划构建了私募产品二级市场条线，引入金融机构合作5家，推动代销规模10亿+，设立创新产品2只。

Shanghai

• 负责公司另类投资项目的承揽、承销，专户受托业务与资管产品的设计、发行、资金募集与销售，以及创新业务等第三方资金业务；• 承揽另类项目来源主要系牵头公司与湖北省省政府、四川省省政府、上海市市政府、武汉市市政府、上海市徐汇区区政府、武汉市东湖开发区区政府及部分央企的深度合作，其中在职期间已发行的项目包括华侨城、中建三局、武汉地铁、宜宾国资等债权产品，跟进后续成立的项目的包括湖北交投、湖北科技、临港集团等项目，在职期间管理另类产品规模约30亿元；•保险资管产品资金募集及委托投资项目来源主要系牵头公司与大型商业银行、券商与中小型保险机构的深度合作，成功合作包括农总行、工总行、上海银行、银河证券、申万宏源证券、交银康联人寿、陆家嘴国泰人寿、同方全球人寿等机构的第三方资管产品与委托投资业务，募集规模超10亿元。其中由本人设计并发行的工总行私人银行资管产品获得了公司2018年保险资管产品创新项目奖。

Shanghai City, China

This role is responsible for managing the customer relationship management function in China Leasing Team. The team comprise approximately 4-5 staff, and the activities include external and internal relationship/process management. The goal is to maintain and improve business relationships of the existing customers throughout the life cycle of the deal, to ensure service expectations are met while balancing any risk to CIT. Coordinate with/Escalate to different business units as needed to resolve any customer issues. Bring in repeated business by proactively communicate with customers to understand their needs on leasing arrangement.My role is to lead the team, to deliver superior customer relationship management and to drive process and productivity improvements.There will be requirements to interact customers/dealers as well as other internal functions to ensure a seamless service offering to the customer, as followed:Manage a team and develop a team spirit Develop and maintain measures and metrics to monitor performance.Ensure that activities are in adherence with any legislative requirement and internal policies.Develop and introduce customer complaint and issue escalation processes.Promote the use of technology to ensure that processes are performed to an optimal level.Develop process for and complete capacity planning for customer relationship management function.Coach & Mentor & develop staff and ensure that staff are adequately trained for the job they perform.Effective Reporting: develop centralized, consolidated, KPI focused transparent reporting on Pipeline, Credit Review, OP Processing and Dealer Management as well as business dashboard.Deal management: goal oriented end-to-end deal process facilitation/management. Sales/Credit/Operation/Finance and CRM will treat each deal as a project and manage it as such.

Shanghai City, China

• 招商管理工作：负责产业园区品牌项目宣传，市场活动策划及企业落户招商，与世界500强企业、国内百强知名企业总部战略合作谈判，签署战略合作协议并负责企业引入及招商政策的落地，期间引入500强企业3家，国内知名企业7家，孵化器企业10+；• 企业服务工作：与企业签约后，协调各方资源，处理客户诉求。协调并监督管理集团各服务机构，负责年度区内企业满意度调研和企业需求分析，搭建市区、区区合作中心，并为投资项目输出指导建议；• 创新创业与金融服务工作：负责区内创新型科技企业进行各类政策辅导与项目认定，举办不同行业的企业上下游产业交流会、通过媒体宣传企业、组织企业之间的国内、国际交流、企业沙龙等。对区内特别是孵化中心企业进行种子资金、风险资金的投资，帮助企业获得金融扶持及融资，包括风险投资、并购、上市机会等。

Shanghai City, China

• 负责优先理财客户（存款70万以上）的开户、理财产品销售及账户维护工作。为客户提供理财建议及财富管理，销售银行存款产品、对冲基金及保险期缴产品等，以便满足客户需求；•连续获全国销售业绩冠军，年度个人业绩总量达到1.18亿元存款，218%超额完成年度指标，荣获银行奥斯卡奖、总裁特别嘉奖员工。

Master Of Science (Msc), Finance, Merit

Main Courses: Corporate Finance, Company Operation, Strategic Management, Financial Analyses, etc.. Graduation Thesis: The impact on stock.

Ba, International Accounting And Financial Service, 1:1 Honors Degree

Main Courses: Financial Accounting, Management Accounting, Taxation, Fundamentals of Futures and Options Markets, etc.. Partial ACCA.