Patrick Jiang Email & Phone Number

Shanghai City, China

• serving high net worth clients
• providing high-quality products, and
• recruiting high-quality professionals

Shanghai City, China

1. Responsible in expanding the number of new clients and new assets, increasing the volume of potential clients and potential assets, maintaining the bank’s existing clients’ relationship and decreasing the loss of old clients.2. Manage an asset volume of 700 Million RMB. Among the clients, there are 5 CEOs of Public Listed Companies and 18 Senior.

Shanghai City, China

• Twice awarded “CitigroupAsia Pacific 1st Place Banker Platinum Prize” for the best new capital contribution in China.
• Reviewed and refined financial models and valuation analyses; prepared transaction-related documents and marketing materials
• Identified and fulfilled clients’ and investors’ needs; interfaced with them on states of the capital markets and of their industries
• Laid the groundwork for senior bankers’ pitches of M&A opportunities & capital solutions; coordinated and contributed to senior bankers’ marketing calls, presentations and onsite meetings with prospective and engaged.
• Developed junior bankers by acting as a coach and through appropriate work stream delegation

Master, Msc Finance

Course: Knowledge and Professional Skills Financial Analysis and Investment Financial Statements: Theory, Practice, Critique Strategic.

Bachelor Of Applied Science (B.A.Sc.), Business And Financial Management

Course: European business in its global context, business law and ethics, strategic management, international business. Core financial.