Julia Wei Email & Phone Number

United Kingdom

London Area, United Kingdom

London, England, United Kingdom

• Supporting operations team in streamlining account opening processes, enabling 100 new clients monthly.
• Resolving 80+ transaction monitoring alerts monthly to ensure AML compliance. Monitored suspicious inbound and outbound activities of customers' accounts, checked EDD files and resolved monitoring alerts.
• Reconciling balances for payable, transaction records and investment products with 100% accuracy.
• Providing administrative support for management team, increasing efficiency by 15+ hours per week for strategic initiatives.
• Liaising between compliance and client management teams to ensure 100% adherence to evolving KYC policies.Assisting in enhancing communication with partners, reducing payment processing time by 20%.

London, England, United Kingdom

• Conducted research on real estate title-splitting strategies, analysing financial models for over 50 properties valued at £100K+ to identify opportunities for value creation.
• Drafted 150+ offer letters to property owners and estate agents, leading to a 10% increase in property deal flow.
• Sourced and evaluated 10K+ real estate listings across multiple platforms, identifying 300+ properties matching investment criteria and supporting a 20% increase in pipeline deals.
• Performed due diligence on 100+ potential deals, analyzing financials, permits, and title records to mitigate risk, supporting an investment committee approval rate of 90%.
• Supported 3 property title-split transactions within the first 2 months, helping drive a 15% increase in portfolio value.

London, England, United Kingdom

• Streamlined administrative tasks, including scheduling meetings, managing visitor appointments, and synthesizing meeting summaries, resulting in increased office efficiency.
• Identified and cultivated potential leads through LinkedIn and other social media platforms, expanding the company's network and increasing the potential client base.
• Translated the entire AKS website into Chinese in just one week, enabling the company to reach a wider Chinese-speaking audience and increase engagement with potential clients.
• Analysed industry trends, competitor performance, macroeconomic conditions, and business strategies to produce insightful reports on Chinese Family Trust for executives, providing valuable insights for strategic.

Shanghai, China

• Appointed as the tax inspector with responsibility for tax compliance projects for over 20 clients independently.
• Conducted due diligence and co-facilitate 100+ IPO preferential policies fact-checking in six major cities with compliance analysis of local policies within one week.
• Advised clients on accounting, tax and legal issues in cases of distributable tax assessment. Provided explanations of relative merits and made recommendations by analysing 5-year income tax sheets of over 300 companies.
• Translated and proof-read over 200 latest energy-related policies, providing tax compliance advice to ESG and energy clients.

Shanghai, China

• Assisted and secured in new investment with 5 insurance sectors partnership in real estate and energy, worth £200M.
• Developed tender documents, conducted tendering processing for £120M advisory contract.
• Gained approval from regional public authorities for property insurance transactions in 5 insurance companies.
• Collected, recalculated and verified tax payable for insurance services with 2000 transactions
• Filed more than 3000 insurance policies archives of the department from 2019 to 2020 in one month.

Shanghai, China

• Completed strategic marketing plan for a major radio programme, including recommending initiatives, growing new campus listeners, launching a new programme and analysing affiliates and growing a sub-brand.
• Produced news weekly reports with recommendations to executives by analysing social media keywords, trend news, competitor performance, macroeconomic environment, and business conditions.

Master Of Science - Ms, Accounting And Finance, Merit

Bachelor'S Degree, Japanese Studies

Bachelor'S Degree, Accounting, 2：1

Activities and Societies: Minister of Student Union