• Design and launch structured deposit products according to the market and government regulations.• Prepare marketing materials, conduct trainings to the sales teams on new products as needed.• Design marketing competitions to meet the sales goal.

• Acquire and maintain relationships with institutional clients and provide solutions with structured products and investment strategies, including stocks, options, futures, indices, commodities, etc. • Help clients with options and futures trading, provide services on margin financing and securities lending.

• Analyzed and designd investment and hedging strategies with OTC options and futures according to the commodity markets and the company inventory.• Organize product seminars for third party sales team and individual investors.

• As one of the charter members of this department, drafted department handbook and cross-functional cooperation procedures. • Designed and distributed client solutions with structured products and market-linked investment strategies.• Developed and maintained relationships with institutional clients, negotiated and finalized SAC agreements with securities, futures, and private equity firms. • Conducted trainings to the sales teams and clients on new products as… Show more • As one of the charter members of this department, drafted department handbook and cross-functional cooperation procedures. • Designed and distributed client solutions with structured products and market-linked investment strategies.• Developed and maintained relationships with institutional clients, negotiated and finalized SAC agreements with securities, futures, and private equity firms. • Conducted trainings to the sales teams and clients on new products as needed.• Designed customer relationship management system to track the sales pipeline, generated reports and managed sales and after-sales support to potential and existing clients.• Supported traders on OTC derivatives pricing, trading, hedging and execution.• Supported risk control specialist on regular reports. Products involved: OTC options, OTC swaps, market-linked capital protected products, index enhanced funds, commodity hedging, structured funds, FOF, etc. Show less

• Provided advice and solutions-based finance consulting service to asset management companies.• Interviewed clients, diagnosed and analyzed existing data, designed and built customized credit risk rating models, supported IT team and helped with designing and testing the credit risk decision system (CRDS).• Presented the modeling techniques to clients and drafted final reports.Projects involved: New China Asset Management, Ping An Asset Management, PICC Asset Management etc.

Conducted market research, performed financial modeling, valuation and due diligence, assisted in evaluating business opportunities and execute investment plans, ensured quality of the project implementation.

• Provided personalized consulting on bank products and services, including wealth management and financing, formulate asset allocation strategies, designed customized option portfolios for major clients.• Organized professional investment seminars, follow up and offer financial consultation services to established and maintained relationships with high-net-worth clients.• Implemented the group’s AML Program and ensured compliance with local regulations.

• Analyzed audited financial statements, economic data and market data, drafted reports and presented rating recommendations to the internal committees • Assisted analysts in preparation for company reviews by compiling and maintaining peer comparisons, industry statistics• Studied and interviewed clients to gather in-depth information to discover companies’ potential risks• Forecasted cash flow and performed ratio analyses, aided senior analysts with analytical financial results