Xiaochen W. Email & Phone Number

Shanghai, China

中国 上海市

中国 广东省 深圳

Promoting business progress in branch and coordinate with HQOrganizing events to enhance understanding of private fund for investors.Selecting best private funds, recommend assets to Institutional investors.Preparing pitch book for clients and recommend suitable plan.Developing institutional clients including listed companies, financial institutions and private funds, provide services and maintain relationshipsMaintaining bank relations, to promote quantitative products through banksDeveloping derivatives clients, customized solutions and provide price

卢森堡

Conducting credit analysis on target clients and identify new businessExecuting KYC on-boarding procedure for the issuers and investorsDeal pitching and structuring for potential issuing dealsDrafting daily market updates report, share the market opinionsPreparation of underwriting business application for internal approval Coordinating for investor meetings, roadshow, bond pricing and deal closingContact person with external professional parties, i.e. auditors, legal counsels, rating agencies, paying agents, etc.Drafting market updates, investor feedback, discussion material, deal announcement and case study.Continuously take part in the improvement of operational procedures and contribute to product offering and service quality.

Région De Paris, France

Functions : establish relationship with financial institutions including Banks, AMCs, Financial Leasing, Funds, Stock Exchange, Financial Associations, and Financial Holding CompaniesMarketing of Custody service and QFII CIBM CIPS to local customersMarketing of Investment service and Panda bond to local customersResponsible of investment for Chinese Offshore USD BondOrganizer of Chinese Capital Market SeminarsDevelop and maintain the credit line for major counterpartyOrganizer of Roadshows for bond investment activities Initiator and tester of interbank deposit system Assisting interbank lending, CD CP issuing and Bond investment

Région De Paris, France

Banking positions, cash flow, P / L daily calculation, monthly reports delivery.Limitation control of trading deals, market segment, defined by the Risk.Confirmation details of trading dealsProfessional understanding of the financial products，specialized in FX: Spot, Forward, NDF, Swap, Options FRA ...Risk management: liquidity risk (Customers' account Monitoring and analyzing), market risk, operational risk such as duplicates tickets, forgotten, and the limits none exceeded.Participating the night trading team in order to ensure the transactions made in Asia market.