Liyun Jin Email & Phone Number

Hong Kong, Hong Kong Sar

Shenzhen, Guangdong, China

Hong Kong, Hong Kong Sar

• Developed customer resources and provided comprehensive financial advisory services to clients on a platform that has 100 financial institutions and 1,000 products to create financial plans to meet clients' wealth management needs• Received multiple awards and achieved four promotion opportunities within a year and a half due to outstanding performance• Led a team of nearly 20 people and ranked second among teams at the same level• Promoted to the highest level of consultancy, i.e., Associate Director, in February 2015

• Baydonhill is the UK’s only publicly listed FX and overseas mortgages specialist. Prepared high volumes of multi-currency accounts and reconciled over 1,000 FX transactions between cashbooks and bank statements for both corporate and private clients on a daily basis• Undertook other tasks when requested due to demanding auditor requirements

• Executed and settled equity-backed FX and MM trades on behalf of brokers working with institutional clients, including hedge funds e.g. Gartmore. Changed tasks among team members on a weekly basis thus enhancing learning of different systems and procedures, and understanding of static data• Liaised with client dealers, broker counterparties, custodians and internal departments such as Treasury, Fund Control and Reconciliations to investigate and resolve failing trades and pre-matching issues• Monitored and input transactions of fund of funds with both share class and asset class hedging in line with regulatory procedures and controls

• Utilised back office systems to streamline data analysis processes in the valuation of property portfolio• Initiated solutions when completing data gaps and input data onto Excel spreadsheets• Crosschecked and investigated large datasets of information to minimise front line delays

• Assisted in the control of both financial and accounting flows from mutual funds personally on behalf of the company’s two main clients, Credit Suisse and Skandia, in accordance with agreed service level standards, FSA regulations and industry best practice• Prepared cash and stock reconciliations and rectified exceptions and discrepancies by liaising with colleagues in Investor Services, Dealing and Settlements teams, within regulatory timescales• Succeeded in reducing complicated and historical exceptions from 300 to 50 over a 3 month period and commended by management for exemplary effort• Trained a colleague to investigate and verify that the cheques issued for each client company match those of the correspondent bank accounts

• Effectively collated information from back office systems undertaking research and appropriate risk analysis

Msc, Economics

Ba (Hons), Business Management And Financial Services; Finance

Bachelor Of Economics, Finance