Xiaoling Wu Email & Phone Number

Shanghai, China

Shanghai

• Developed and articulated strategies and identified key growth opportunities to hit the sales goal.• Partnered with key stakeholders across businesses including investment teams, operation team, legal & compliance in delivering commercial outcomes.• Main products: Arbitrage FOF, Separate Accounts of Derivative Portfolios, Enhance Index products and etc.• Main clients: Banks (Wealth Management Subsidiaries and Private Banks), SOEs, insurers, securities companies and trust companies.

Shanghai City, China

• Involved in the company's preparation, strategies making, market development, talent acquisition and the distribution of the revenue of the Shanghai Unit.• Area of Responsibility: Mainly focused on asset management, wealth management subsidiaries, and private banks of state-owned banks, joint-stock banks, city commercial banks, and foreign banks in East China.• Performance highlights:o Led a team of 5 members (maximum 8) with a peak AUM of over 166 billion RMB and annual management fee exceeding 110 million RMB.o Successfully launched the first discretionary segregated account "Bank of Shanghai Investment No.1" for China Southern Asset Management (CSAM), generating over 50 million RMB in management fees.o Launched the first QDIE account in China, first ABS (asset-based securities) product among Fund Subsidiaries.o Consistently ranked first in the company's AUM and management fees of discretionary segregated accounts for three consecutive years (subsidiaries involved in cross-marketing with CSAM).o Received annual awards for excellent employees or managers from 2014 to 2021.o Emphasized rule-based and process-oriented team management, fostering a learning-oriented organization with daily morning meetings, weekly tracking of key products and competitor analysis, monthly client conference, and quarterly investment seminar, helping the team improve the professional competence and client relations.

Shanghai

• Provided innovative products, such as asset-backed securitization, alternative investment and so forth to fulfill diversified needs of banks and other financial institutions.• Provided a conduit to banks and other financial institutions that are restricted from investing into certain asset classes or launching certain wealth management products.• Provided financing for SMEs, real estate companies, and government lending vehicles.

Shanghai

• Responsible for acquiring new clients in East China, including banks, private equity funds, small and medium-sized insurers, finance companies and QFII.• Performance highlights: Received the "Excellence Award" in 2013.

Shanghai

• Responsible for maintaining relationships with the retail banking departments of branches of Bank of China and China Merchant Bank in Guangdong, Shanghai, and Hubei.• Performance highlights: Awarded the "Bank of China Value Fund Excellence Sales Award" in 2010 and recognized as an outstanding employee in 2011.

Irving, Texas

● Communicated with the Asian members of over 100 American associations; conducted their online advertising campaigns in the associated industry resource guides.● In charge of the account service.

Newport Beach, California

● Collaborated in developing the online marketing plan for Gong! Goal or No Goal! (THQ new game, collaborated with China Joyzone).● In charge of the community and social media management for the game (www.gongonline.com).

Master'S Degree In Management, Emba, 3.44/4.0

Activities and Societies: • Crossing the Gobi Desert for 3 times: G14C, G15B (121KM, ranking 10th among women), and L6 Leadership.

Masters, Advertising, 3.8/4.0

Activities and Societies: • Awarded "Best Advertisement" in Kellogg’s BrandNew Creation Competition in 2008. • Key Courses: Marketing.

Bachelors, International Economics, 3.50/4.0

Activities and Societies: • Founder and Editor-in-chief for the first student publication "Board View" in XMU, won the "Special.