Winnie Chen Email & Phone Number

上海市

Shanghai City, China

 Closely monitored the development, implementation and management of high level strategic business initiatives for respective Business heads, and coordinated the business plans, processes and people in support of these initiatives Drove regular business review meetings, and conducted proactive data analysis on all metrics, including monthly financial, pipeline, budgets, audit reports, FDQ quota management and operational risks KPIs Responsible for regularly monitoring and analyzed the competitive landscape in preparation for high-level presentations to senior management and executives covering recent market trends and strategy optimization proposals Spearheaded business report development on major pipeline deals through in-depth analysis of financial statements, performance forecasting and business valuations Worked closely with a broad cross-functional team spanning across product partners, legal, compliance, technology, and operations to ensure WB business is in compliance with group policies, including operational risk framework, compliance risk monitoring, AML and end-to-end governance control is in place within WB China. Support the development and implementation of various projects or strategies for the business growth in WB China

Shanghai City, China

Shanghai City, China

 Proactively monitored changes in QFII (Qualified Foreign Institutional Investor) market, policies and regulations to offer comprehensive analysis including newsflashes, market insights and updates to the Clients and Sales Team Established and maintained close relationships with government regulators and securities firms to receive first hand market information for clients Supervised the establishment of Internal Control and Compliance procedures which resulted in a Satisfied Rate from an internal audit Standardized, maintained and updated client’s applications of both QFII and China B-share stock market investment accounts, which increased productivity by 20%

Shanghai City, China

Master Of Business Administration (M.B.A.), Marketing/Marketing Management, General

Bachelor'S Degree, Finance And Financial Management Services