Yan Z

Yan Z Email and Phone Number

Financial Services/ High Net-worth Wealth Management/Structured financial product/option @ Tiger Brokers Hong Kong
Yan Z's Location
HONG KONG SAR, China, China
About Yan Z

⚫ Around 8 years of experience of financial products&services relevant experiences (e.g., product management)in Chinese securities firms (e.g., Guotai Junan/BOCI)⚫ Familiar with different financial products, including structured financialproducts (e.g., private exchange bond/equity capital etc.) and bonds.⚫ Conduct the internal and external training/seminar (e.g., HNWI clients) for investment strategy, products (e.g., ESG/quantitative related), and markets.⚫ Experienced in working with internal business partners (e.g., sales/middle office/cash management) and meeting clients infinancial product development.

Yan Z's Current Company Details
Tiger Brokers Hong Kong

Tiger Brokers Hong Kong

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Financial Services/ High Net-worth Wealth Management/Structured financial product/option
Yan Z Work Experience Details
  • Tiger Brokers Hong Kong
    Wealth Business Manager
    Tiger Brokers Hong Kong May 2024 - Present
    香港特别行政区
    1. Participate in the dropshipping business of financial products such as bonds, funds, bank wealth management, and FCN,sell put structured notes, including pre-sale, in-sale, and after-sale business processes;2. Combined with overseas local business characteristics, customer portraits, and data analytics, regularly update the operation strategy of various financial product lifecycles.
  • 国泰君安证券
    Institutional Sales Support
    国泰君安证券 Jan 2017 - Feb 2024
    上海
    Institutional and Trading Business Sales support. ⚫ Training related business knowledges and skills on institutions and Trading Business (including client training and employee training)The training content includes: derivative investment business, equity customer products, cross-border transactions, non guaranteed income vouchers, credit derivatives, interest rate options, foreign exchange commodity business.⚫ Quantitative strategy training (including client training and employee… Show more Institutional and Trading Business Sales support. ⚫ Training related business knowledges and skills on institutions and Trading Business (including client training and employee training)The training content includes: derivative investment business, equity customer products, cross-border transactions, non guaranteed income vouchers, credit derivatives, interest rate options, foreign exchange commodity business.⚫ Quantitative strategy training (including client training and employee training).The training content includes Python programming, research on various quantitative investment strategies, algorithmic trading, quantitative factor analysis, application cases of quantitative strategies, and quantification of risks.⚫ ESG carbon finance business training(including client training and employee training).The training content includes: carbon market trading regulations, CCER project development cases, analysis of corporate carbon emission testing reports, carbon finance and carbon trading. Show less
  • Boci
    Financial Structured-Product Manager
    Boci Jan 2016 - Dec 2016
    上海
    Product Manager ⚫ Assisted in Director issuing private exchange bond, reits,equity capital,and other financial structured products .⚫ Helped to recept consulting with financial institutions customer and select cooperation investment program for team;⚫ Communicating with investment department, sales department, researcher department,EAM department,designed financial portfolios products for clients needs.
  • Bank Of Communications Co.,Ltd.
    Human Resources Management
    Bank Of Communications Co.,Ltd. Jul 2011 - Oct 2014
    中国 安徽省
    ⚫ Worked for department of human resource at credit card branch in Bank of Communication;⚫ Collected and analyzed business data for credit card development,then made training plan;.⚫ Carried out various training item for different development stuffs.⚫ Assisted line-manager to write PPT reports,exceltables,meetingreports,annual reports;⚫ Planned and finished an independent training item about new hire successfully ,and obtained good reputation in firm;

Yan Z Education Details

Frequently Asked Questions about Yan Z

What company does Yan Z work for?

Yan Z works for Tiger Brokers Hong Kong

What is Yan Z's role at the current company?

Yan Z's current role is Financial Services/ High Net-worth Wealth Management/Structured financial product/option.

What schools did Yan Z attend?

Yan Z attended 上海财经大学.

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