1. Conducted the company’ s very first compliance testing project with a team of 2 people on digital payment tokens; Collaborated with cross-functional departments to gather and update reports promptly and enabled on-time sign-off.2. Utilized Excel VBA to examine transaction details, identified 4 discrepancies and potential issues; Analyzed the client’ s adherence to MAS regulatory and recommended 2 improvement action points; Developed comprehensive documentation of compliance testing outcomes and actionable insights, streamlined future audit and saved team time.3. Conducted KYC checking; Participated in 2 Annual audit projects, specifically in PnL component.

1. Developed trusting relationship with clients by offering and promoting personalized financial products and solutions.2. Organized workshops and provided consultation to customers with quality services, recommended suitable financial products based on customer profiling; Worked collaboratively on effective marketing strategies and achieved the highest sales volume for a specific product among branch employees.3. Proposed recurring reports that identified critical issues and opportunities for business improvement; Contributed to the team’ s success in winning the first prize of operational excellence.

1. Independently performing certificate tests, preparing inspection and bidding reports and working papers for accounts to improve annual audit efficiency for two projects.2. Saved 50% costs on folder customization by negotiating with a printing company's sales manager.

1. Led a team of 6 people in developing long-term investment plans for clients. 2. Conducted thorough market research and analyzed financial products to better communicate with clients to match their needs.3. Presented product portfolios by designing personalized cash flow models and offering valuable insights, and successfully pitched two proposals to clients.

1. Implemented the research of the center in the third quarter of 2015, independently completed the return visit and data collection of 25 samples.2. Literature collection, data analysis using CATI system.3. Helped to form the data Release Report of China's Income Gap Report 2015 (Intranet views 1000+).