Created the unique model to select the high quality trust productsDeveloped new customers for real estate fund, leaded the team to finish the DD workDesign the real estate fund products and marketing strategyTraining the sales department and support themDesign the other innovating products for the whole Jiayin Financial Group

Extensive experience in serving High-Net Worth private clients, help clients formulate asset allocation strategies and provide recommendations of innovative financial solutionsBe able to reach potential clients through various activities, meetings, telephone calls and my own channel in banks and schools; Familiar with real estate fund, PE, FOF, equity market and other financial products Solid communication skills; strong capability to probe customer needsAchieved the annual target in just 4 months.(30milionRMB)Assisted team leader to manage clients and drive team performance to become No.1 in Noah Shanghai.Received 100% positive feedback from clients through providing effective asset allocation advice over 10 projects in various investment areas

Validated the World Corporate Actions (corporate actions are any events that influence the interest of the stakeholders, including cash dividend, merger, rights issue and so on) through internet, company call, e-mail, Bloomberg etc. for international investment banks (Citigroup, HSBC, Merrill Lynch, Goldman Sachs).Reported the security information timely in a standard announcement in EnglishValidation Service provides an automated, standardized source of accurate and timely corporate action announcement information; give clients global coverage for securities traded in the Americas, Europe and Asia. Our working language is English, serving customers in English-speaking countriesCreated standard validation procedure for Australia and New Zealand (about how to report different events, 1st, 2nd and the last step), improved quality and efficiency of overall team.Responded to clients questions and inquiries through e-mail and international calls to ensure timely and accurate delivery of the informationAwarded Super Star of the Quarter and Community Foster Prize for strong performance and team spiritEditor of team newsletter