Yu Shao Email & Phone Number

上海

1，高净值客户的开发和维护，提供资产配置建议包括MOM/FOF定制，基于适当性来配置产品等资产管理服务。2，机构客户的开发和维护，执行包括银行的委外对接，同时作为产品经理对接私募进行尽职调查，产品合同订立，场外衍生品项目发起与维护等综合业务。。

Shanghai, China

day-to-day operations under local product settlement rules in both exchange, interbank markettrack with regulators on regulatory requirements and timely enrich internal controls where necessarymanage queries independently from both external and internal clients e.g., trading counterparties, Front office, Finance, L&C, etcensure control processes like reconciliation, maker/checker principle and all internal procedures are complied with local rules and regulations and UBS internal policiesassist manager to develop effective control standardsprocess and settle DCM deals executed in both interbank and exchange market

中国 上海

In charge of creating, managing, deleting accounts of Unsecure personal Loan, Mortgage Loan, SME loan (all CITI china branch located). Participate in bank system structure project. Be a coordinator of Loan ops department to other departments include Reporting, TSG, Credit Card ops, AML, etc. Answer sale support question, and settle different customer’s request.

金融学硕士, 金融学

Activities and Societies: 早稻田大学稻门会

管理学学士, Marketing