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Shen Iris Email & Phone Number

CFA III candidate
Location: United States 2 work roles 1 school
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Role
CFA III candidate
Location
United States

Who is Shen Iris? Overview

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Quick answer

Shen Iris is listed as CFA III candidate based in United States. AeroLeads shows a matched LinkedIn profile for Shen Iris.

Shen Iris previously worked as Financial Analyst at The Bank Of East Asia, Limited (Bea) and Client Relationship Manager at Huatai Securities Co.,Ltd.. Shen Iris holds Master'S Degree, Msc In Finance & Investments, Distinction from Aston University.

Profile bio

About Shen Iris

Shen Iris is a CFA III candidate.

2 roles

Shen Iris work experience

A career timeline built from the work history available for this profile.

Financial Analyst

Shanghai City, China

1. Handled with Cross-Border RMB business, succeeding in absorbing 9 billion RMB in deposits from offshore RMB market2. Maintained Online banking and Mobile banking, increasing transaction volumes by 50%3. Participated in EMV chip debit card project, improving the safety of payment and settlement4. Initiated $10M promotion for marketing sales to introduce Cross-Border RMB business, helping branches to exceed the sale target by more than 50%5. Reviewed the operational manual of products regularly, reducing the operational risk of employees in the branches6. Mentored the branch employees to learn the features of the new product, helping them to sale the products7. Analyzed the financial data—customers and deposits, identifying the market change and finding the resolutions to increase the deposit

Oct 2010 - Apr 2017

Client Relationship Manager

Shanghai City, China

1.Presented professional investments and financial service, absorbing institutional clients and high-market-valued customers2. Designed the customized investment plans for clients with diverse risk and return demand 3. Expanded diversified market channels, resulting the rise in the trading volume and numbers of clients

Dec 2009 - Oct 2010
1 education record

Shen Iris education

FAQ

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What is Shen Iris's role at their current company?

Shen Iris is listed as CFA III candidate.

Where is Shen Iris based?

Shen Iris is based in United States.

What companies has Shen Iris worked for?

Shen Iris has worked for The Bank Of East Asia, Limited (Bea) and Huatai Securities Co.,Ltd..

How can I contact Shen Iris?

You can use AeroLeads to view verified contact signals for Shen Iris, including work email, phone, and LinkedIn data when available.

What schools did Shen Iris attend?

Shen Iris holds Master'S Degree, Msc In Finance & Investments, Distinction from Aston University.

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