- Participated in the 5-month Operation Management Training Programme organized by Nanjing Branch, and experienced several job rotations, including retail banking, SME & corporate banking, cross-boarder business etc.- As the customer service ambassador of the Suzhou Branch, organized activities to enhance the quality of counter services and effectively dealt with daily customer complaints

- Maintained contact with the clients across all levels including CFO, Company Secretary and Investor Relations- Ensured delivery of all services agreed to with the client, including issuance and cancellation of DRs, payment of dividends, coordination of AGM and voting arrangements and assistance with investor relations activities- Co-ordinated the execution of transactions with corporate action, operations and client service teams- Created clients’ pricing models based on revenue/expense forecasting for the purpose of contract renewal - Collected and analyzed industry and issuer data in order to identify trends or respond to client concerns. This included analysis of the privatization trends among US-listed Chinese companies and the research of the impact of China’s changing policies on overseas investors- Proactively offered support, solutions and information to clients and organized regular client training

-Collected and analyzed market data, researched individual equity positions and created analyst reports on current targets and future trends within the industry -Conducted specific research to inform recommendations for clients’ investments under the direction of the consultant manager-Improved the relationship between clients and the company and enhanced client satisfaction with regular contact with clients and the introduction of new financial products and services-Conducted orientation for new investors and tested their risk tolerance via online test and personal assessments -Addressed and solved actual stock transaction issues for clients

-Surveyed the related enterprises and then collected data from commercial banks and assisted the group to finalize the reports-Reviewed the financial reports and monthly accounts submitted by commercial banks-Utilized technical skills, including creation of various data files to analyze relevant red flags and issues