- Managed a portfolio of 300+ high-net-worth clients with total assets of C¥ 40 million through CRM system, and increased additional investment capital of C$15 million- Achieved 80% conversion rate among the over 300 key clients, driving sales of approximately C$27 million in products, including public, private, and wealth management products. Consistentlyranked as the top sales performer in the wealth management department for three consecutive years- Introduced six new… Show more - Managed a portfolio of 300+ high-net-worth clients with total assets of C¥ 40 million through CRM system, and increased additional investment capital of C$15 million- Achieved 80% conversion rate among the over 300 key clients, driving sales of approximately C$27 million in products, including public, private, and wealth management products. Consistentlyranked as the top sales performer in the wealth management department for three consecutive years- Introduced six new products，with a total value of C$9.6 million, generating about C$78,000 in annual revenues and exceeding the department's sales target by 5%- Created company's first retail fund product marketing initiative—online store, which sold ¥3 million in volume and successfully attracted 500+ new clients- Recruited 11 top sales managers through systematic talent recruitment process and their performances created about C$7.8 million monthly product sales, achieving a monthly growth of 25%- Achieved a 10% improvement in the team’s annual sales performance by leading collaborative planning and application of carefully crafted sales tactics that awarded the team “Top Sales Team” in the Wealth Management Department Show less

- Collaborated with Sales Account Managers in liaising cross department functions through thorough research that improved department’s communication processes and reduced communication noises - Constructed an interactive assessment model to review a wide range of comparable financial products offered by field researching 10+ banks

- Conducted 10,000 + diligent accounting entries on an ad-hoc basis that ensured efficiency and accuracy of accounting information- Reviewed 30,000+ pages of supporting documentation such as tax reports and returns, VAT and enterprise tax liabilities to improve department’s internal accounting accuracy and reduce errors for external audit