-Acquired Qualified Treasure Revenue (QTR) clients and placed over assets into offshore fund, assisting clients to finish the process of purchasing financial products; gained 11% return so far through jointly calling with investment consultant, analyzing international business environment, medical industry and companies, considering currency risk -Maintained good communication and relationship with 15 to 20 potential clients monthly, through searching and following up 38 channels of real estate agencies, immigrant companies, overseas education companies-Developed new high-net-worth clients and provided the services of asset allocation, through analysing overseas macroeconomic policies and enterprises news; expertise in bancassurances, S-reits, offshore and onshore funds

 Led deal sourcing within the scope of 80 companies through analyzing financial reports; shortlisted and conducted due diligence on 3 listed companies to pitch for selling of privately offered funds Dialed 60 cold calls and successfully made an appointment with a company’s representative to initiate corporate finance service discussion  Contributed to the cooperation between subsidiary of China Merchants Group with CITIC Securities by establishing contacts

 Executed the bond issuance of TBEA Co. Ltd. (SHEX:600089) by analyzing the business fundamentals and three statements of TBEA, stress-tested debt-to-EBITDA ratio and interest coverage ratio, and wrote reports on the viability of bond issuance for TBEA. Also researched all the bonds issued in Urumqi to understand the landscape

 Assisted senior investment consultant to develop 5 high-net-worth customers and introduced publicly offered funds through meeting and communicating with potential customers, introduced current and future trends of stock markets to gain more investment opportunities in different occasions, such as start-up gathering Achieved 34% conversation rate: developed 17 new customers from dialling 50 cold calls, and helped clients to open accounts and purchase financial products