Yao Z. Email & Phone Number

中国 上海

1.从零开始创立金融市场专家团队，并迅速成为内知名的同类团队。自主开发45堂课，涵盖金融市场实务+信息化方案，深受金融机构管理层、资深从业人员、新入市机构的欢迎。2.针对qeubee终端的需求识别、收集与初步分析3.建立内训与人才孵化机制，广受用人部门的高度赞誉。包括：销售赋能培训与认证；为IT开发部门设计针对技术人员的标准化业务考试体系。4.公开撰写FICC与多资产投资主题的文章；代表公司参加外部论坛中英文演讲。

Shanghai City, China

• Lead a team of 5 members to serve commercial banks, securities firms, asset managers, insurance companies, hedge funds, payment solution companies, corporations for investment and trading decision-making in:① Data analytics: Investment research and reference data for all asset classes. Quant models for equities alpha strategy, credit risk scoring, FX analytics, etc.② Trading venue, e.g. Tradeweb for fixed income, TR FXT, FXall for FX.• Initiate and execute the sales plan nationwide. Coordinate domestic and international resources both internally and externally.• Indentify high potential markets and clients on a strategic level. “Rainmaker” in relationship breakthroughs for strategically important clients.• Mentor team members on sales skills, products knowledge and deal-closing.

Shanghai City, China

• Proactive sales consulting to banking, institutional investors about investment and financial markets data management solutions, e.g., FX trading management, treasury management, quantitative investment research database, StarMine quantitative alpha models, LIPPER fund research database, Eikon (comprehensive database), Datastream (macroeconomics, industries and financial markets database), tick data solution, real time high frequency data, etc.• Present solutions to investors of all asset classes, e.g., equity, fixed income, foreign exchange, commodities, funds and related derivatives.• Work collaboratively with colleagues in product, technology, partnership and strategy to enhance the clients experience on our products and services. For example, worked with Head of Partnership and successfully initiated and facilitated a co-host seminar with MSCI China about quantitative investment.• Major clients are bank, securities firms, mutual fund, hedge fund, PE fund, insurance company, investment bank, money market brokers, exchange and university, etc. • Very Wide social circle, good reputation and close relationship with financial institutions and professionals in Shanghai and even China.• Sales achievement ratio ranking: overachieved in 2016 and ranked the 3rd place among 18 peers (3rd/18) in 2016; 5th/16 in 2015; 7th/16 in 2014.

Shanghai.

■ Customer portfolio and products sold in terms of bank income proportion: Working capital loan/trade finance (20%). FX (30%). Non-financing/vanilla trade (40%). Payment & Cash management (10%). M&A and insurance. ■ Global Markets Morning Briefing: Broadcast to all Eastern China SME RMs at 9:00 am about the global FX and capital markets updates. Advise the RMs suitable FX product according to market movement, e.g. spot, vanilla forward, optional forward, double currency forward, unpopular currency NDF, etc.■ Good lending knowledge, including trade & FX facility, financial analysis and customer due diligence, etc. Successfully & independently developed sizable lending customers. No delay repayment or default in my facility customers portfolio.■ Product Knowledge: Understand and experienced in locking the customers’ collection & payment in the bank via structured working capital loan, FX and trade solutions, either hedging or arbitrage.■ External Referral Channels: Good personal connections with CFO circle of WFOEs and innovative POEs in Shanghai. Close relationship with at least 5 renowned law firms, 3 financial consulting firms and governmental bodies in Shanghai e.g. SCOFCOM and timely exchange ideas of regulations and market. ■ Awards: ★2012: HSBC China Business Banking Shanghai FX new customer acquisition campaign: #3 amongst 21 RMs★2012: HSBC China Business Banking Shanghai new Business Vantage Plus customers campaign: #2 amongst 15 RMs.★2012: HSBC China Business Banking national deposit campaign: #7 amongst 45 RMs★2012: HSBC China Business Banking national Asset Linked Finance campaign: #4 amongst 45 RMs

Shanghai

■ The 2nd Place Award of AXA China Sales Campaign 2008. An awarded trip to Phuket island of Thailand.

Shanghai

Shanghai

■ Awarded a national prize from CIRC of insurance product development innovation.