Lin Yang Email & Phone Number

Beijing, China

• Client Acquisition: Executed offline business development activities in Beijing’s prestigious residential and commercial areas and employed ground marketing strategies to amplify the visibility of flagship products; Expanded the company's high net worth client base by participating in 8 offline events and acquiring over 150 clients• Client Engagement: Leveraged multidimensional asset planning methodologies to identify and capitalize on investment and insurance opportunities, while meeting clients' nuanced wealth planning needs; Achieved a 68% conversion rate among prospective clients through effective communication and engagement• Bespoke Services: Aligned client needs with HSBC's financial products, delivered tailored investment and insurance planning services, including protection, savings, investments, children's education, retirement planning, and facilitated end-to-end application processes, achieving a completion rate of 70% for various performance targets• Client Relationship Management: Nurtured enduring relationships with existing clients by fostering premium service experiences to enhance customer satisfaction and policy retention rates; Upheld a service-oriented ethos characterized by quick responsiveness, resulting in an exceptional NPS (Net Promoter Score) customer satisfaction rating of 9/10

Chaoyang Qu, Beijing, China

• Event Coordination: Facilitated execution of 12 public relations activities by liaising with 8 media relations firms (Bluefocus, Think3, Front Networks, etc.) on operational details and on-site support requirements, securing the timely and efficient execution according to predetermined schedules• Procurement Management: Oversaw end-to-end management of project procurement processes by creating 45 purchase & requisition orders with the SAP system, monitoring process implementation, and reconciling 40 deliveries for 12 public relations agencies against settlement statements, adhering to standard procurement workflows• Data Organization: Compiled expenditure data for 14 projects, cross-referenced with the annual budget to reconcile available balances, and collaborated with superiors to develop 8 sets of quarterly marketing budget proposals for new promotions

Chaoyang Qu, Beijing, China

• Report Generation: Assisted in handling textual documents and conducting data filtration for 20 compliance-related materials and curated over 10 PowerPoint presentations on compliance themes tailored for dissemination at dealer conferences, ensuring content with speech objectives and accuracy of data representation• Information Collection: Collected requisite legal statutes and case precedents information for projects, with content covering crisis management in Bentley & Lamborghini PR, antitrust litigations in China, anti-money laundering initiatives, and critical control junctures in automotive industry investments and acquisitions, upholding regulatory compliance of sourced data• Business Oversight: Studied the feasibility of automotive exports and monitored updates of the "Export Control Law of the People's Republic of China" and the "VGIC Export Control Policy"; Tracked the exports of FAW-Volkswagen and SAIC Volkswagen vehicles across 5 regions (PH, VN, MX, MM, SA) and communicated with local dealerships to propel effective collaborations

Master Of Arts - Ma, Economics

Main courses: Market Structure and Industrial Organization, Economics of Information, Financial Concepts

Bachelor Of Arts - Ba, Economics

Main courses: Game Theory, Labor Economics, Applied Mathematics for Personal Finance, Principles of Financial Accounting