Ye L. Email & Phone Number

Hong Kong

香港特别行政区

• Involving in the front-to-end process to implement the WM’s fund product strategy and providing support to the WM’s relationship managers (RMs) in relation to fund regulated activities
• Working and talking closely with private fund and mutual managers, including hedge fund and PE, to learn about the fund update and market color, conduct product due diligence, product shelf and database maintenance
• Preparing fund training and market update to RMs and clients, including morning fund brew, specific fund training, theme portfolio promotion, fund event with the WM’s clients, and fund luncheon with managers, etc.
• Conducting active client portfolio advisory as well as client trade order processing related to fund product. Following up WM clients’ intentions and market trend, responsible for providing fund related advisory to RMs.
• Managing product set-up and maintenance process, including product committee approval, internal trading system set-up, sales memo & marketing material preparation, product risk ratings' reviews
• Working closely with LCD team to deal with default fund managers, including Cayman lawsuit material supporting, and working with relationship manager about default funds’ client relationship management

香港特别行政区 香港

• Working with the team to select investment targets, including mutual funds and private funds, cash management products, and pre-IPO; draft relating research reports
• Familiar with cross-border product laws and regulations, responsible for the company's product structure construction, solution and operation, product types include private equity funds, discretionary accounts, QFLP.

中国香港

• Based on customer needs, participate in the design and establishment of secondary market products and account maintenance: mainly includes RQFII/QFII account; Cayman Island fund; Luxembourg UCITs; Hong Kong Unit Trust.
• Participating in client development, and act as product specialist to cover account and relationship maintenance, includes financial institution, corporation, family office, HNW clients, distributors
• Responsible for distributor development, including Fin-Tech Company, Securities Company, WMC
• Responding product research, daily customer research needs, and sales department research needs
• Coordinating the account opening and KYC and due diligence
• Organizing all the company’s regular and product introduction materials updates, website promotion, establishment and operation of the company’s WeChat public account

Hong Kong SAR

• Preparing materials of daily, weekly, and monthly review on macro market, and News Letter
• Focusing on the dynamic of Real Estate market, participating in the performance announcement of H Share real estate companies, drafting company performance tracking reports and industry analysis reports, including.
• Assisting managers in responding to market enquiries from clients

中国香港

• Working closely with Sales, Investment, Operations, Legal and Compliance teams and Headquarter, helping product specialist to provide product advisory services to clients
• Assisting in the assessment, development and definition of new product ideas, existing product enhancements and capability gaps
• Understanding market needs and investment trends and contributing to the positioning of investment products, strategies and solutions against competitors
• Preparing presentation material, investment strategy content and conducting market research /analysis to internal or external clients

Guangzhou, Guangdong, China

• Assisting manager to analyze market condition of family wealth management, exploring the comparable advantage and the possible ways of launch this business as security company
• Summarizing the Product System, Business Line of 12 AA Rank financial service institution of PRC (Top 12), practiced strategy analysis and product advantage analysis
• Colleting material and practicing analysis report on some new/popular financial products or business in PRC, including: family wealth management, cash management business of listed firms, structure notes

Shanghai City, China

• Conducting field investigation of companies, submitting industry & business model analysis, participating in road show and seminar of listing company
• Composing analyzing reports of major listed corporations in IT industry, completing profit forecast, valuation, giving primary investment recommendation
• Supporting the composing of in-depth report in industry research, sorting companies’ financial, operating, market share data and other industry materials, handing in primary report to manager
• Creating and publishing investment highlights in TMT industry in New Media

Shanghai City, China

• Supporting Business Optimization projects within GE, scribe processing map, targeting problem, making out metrics, providing specific conduction plan, tracing and maintaining the afterwards process
• Helping manager to practice GE “Lean Six Sigma” mindset embedding
• Accomplishing the monthly report of global internal training for Asia Pacific’s six regions
• Coordinating several target departments within the Group, Managing Knowledge Management System, building I-Simplification website

中国 上海市

• Participating consulting companies ‘interview with representatives from several industries, and delivering the English or Chinese version of business contract, consulting questionnaires (including finance, bank.

Master Of Science - Ms, Finance, General

Activities and Societies: Outward Bound Certificate Course Participant Hong Kong SAR Aug 17 - Sep 17 Courses: Invest & Portfolio Analysis.

Master Of Science - Ms, Finance, General, 3.82/4.0

Activities and Societies: 2018 IMF Spring Meeting Volunteer Washington D.C. United States Apr 18 - May 18 Business School Exchange.

Bachelor Of Business Administration - Bba, Intenrnational Economics And Trade, 3.42/4.0

Bachelor of Economics in International Economics& Trade (Dual-degree) Courses: International Trade, Finance, Macro& Micro Economics.

Bachelor Of Arts - Ba, English Language And Literature/Letters, 87.26/100

Activities and Societies: Sports Department in the School of Translation Minister • Organizing athletes on behalf of the School of.