• Assisting in development, service, and maintenance of business partnerships with institutional clients, exploring business opportunities related to derivatives, and creating revenues from various businesses; • Assisting in completing customer KYC, understanding customers' transaction needs, and collecting appropriate information to establish a robust customer data system.

• Collect and analysis the daily business information, produce analysis for brokerage business group;• Participate the internal research work with institutional group, analyzed insurance industry and assist researchers to complete reports and to arrange strategic project; • Provide business support to the brokerage business team and branch managers;• Responsible for analyzing and sorting out the company’s equity, fixed income, and ETF product materials, track their performance, and report weekly.

• Worked as a data entry assistant to provide supports in evaluation of investments• Collaborated with deal intermediaries and company management team to locate and qualify good target companies • Conducted market and industry research and company-specific due diligence • Assisted in performing valuation analysis and financial modeling in different industries to vet opportunities

• Assisted in providing correspondent services to clients including completing forms, service consulting• Promoted online bank app for smartphone to over 50 clients daily, recorded and reported promotion progress• Collected and recorded data for credit department for credit service promotion purpose• Successfully sold 2 financial service products to clients daily and increased our branch revenue by 10%