Ryan Yip Email & Phone Number

Kowloon, Hong Kong

香港特別行政區

Conduct web-based research and analysis for Preqin Pro(database).Update online databases monthly with critical financial information, statistics, and analysis on which clients rely.Communicate and coordinate with the broader team to ensure profiles are updated accurately and in a timely manner on the database,to convey issues and solutions.Introduce our services and platform, including insights and solutions to potential clients, while requesting their funds’ data for further data… Show more Conduct web-based research and analysis for Preqin Pro(database).Update online databases monthly with critical financial information, statistics, and analysis on which clients rely.Communicate and coordinate with the broader team to ensure profiles are updated accurately and in a timely manner on the database,to convey issues and solutions.Introduce our services and platform, including insights and solutions to potential clients, while requesting their funds’ data for further data analysis and record keeping. Responsible for relationship management with institutional investors and PE funds managers via multi-channel communications (telephone, WeChat, email, Zoom, and in-person meetings). Provide advice for the database platform function designs during team meetings based on in-depth customer understanding. Show less

香港特別行政區

Participated in training on the use of Bloomberg at work, participated in a talk on Hong Kong government family office promotionParticipated in designing a PPT for department heads to report to the president of the bank, and completed the PPT for departmental legal affairs reported to HKMAAssisted relationship managers in Customer Due Diligence to ensure that the information filled in by customers is accurate and the source of funds is reasonable and fulfilled the requirement of… Show more Participated in training on the use of Bloomberg at work, participated in a talk on Hong Kong government family office promotionParticipated in designing a PPT for department heads to report to the president of the bank, and completed the PPT for departmental legal affairs reported to HKMAAssisted relationship managers in Customer Due Diligence to ensure that the information filled in by customers is accurate and the source of funds is reasonable and fulfilled the requirement of Anti-Money LaunderingAssisted relationship managers and investment consultants to complete the investment outlook report for the second half of 2021,studied the opportunities and crises of different investment tools in the second half of the year, and predicted industries with more investment potential in the second half of the year, and finally reported to the relationship manager Show less

香港特別行政區

Organized 2 events for a total of 100 mainland students to learn financial planning and how to use insurance to help them aim their financial goals.Conceived a proposal for Chow Tai Fook and the company to maximize the interests of both parties, and reported the proposal to the director.Organized the children's financial business activities in Dongguan（over 500 participants）, shared the wealth management concepts with parents and children and found potential customers, analyzed their… Show more Organized 2 events for a total of 100 mainland students to learn financial planning and how to use insurance to help them aim their financial goals.Conceived a proposal for Chow Tai Fook and the company to maximize the interests of both parties, and reported the proposal to the director.Organized the children's financial business activities in Dongguan（over 500 participants）, shared the wealth management concepts with parents and children and found potential customers, analyzed their financial needs, and gave professional financial advice. Show less

香港特別行政區

Tidied up the consumer’s informationEvaluated the efficiency of daily operations and propose solutions to the directorPlanned the welcome gifts for the new owners in The Bloomsway, reported to the manager, one part of the plan had been accepted and implemented

金融分析學位, 工商管理金融系

Associate'S Degree, Finance