• Prepared listing prospectus, including taking industry research and conducting due diligence report; audited IPO’s financials for accuracy, transparency, and compliance with regulations• Engaged in a subsequent offering project, assisting team with stock price valuation through analyzing the annual financial reports and establishing pricing model; drafted the road show PowerPoint

Financial Solutions• Involved in raising capital for corporate clients in collaboration with Investment Banking in China Construction Bank (CCB)• Raised US$2,500 million for 2 companies through customized short-term insurance products tailored to capital-raising needsProducts Development• Designed a loan repayment insurance product with bank as the primary beneficiary to create a ‘win-win’ scenario for bank and debtor; implemented as a core sales product with annual sales exceeding US$2 million• Planned and launched novel sales platforms for company’s ‘Travel at Ease’ insurance product, such as mobile apps, electronic banking and online social media (Weibo); resulted in 300% increase in 2012 (top among 8 CCB-Life regional companies in China)Team Management• Managed a team of 7 customer managers in promoting insurance products for high-net-worth individuals and families through CCB Private Banking; sales performances were ranked among top in company (US$1.1 million in 2011 and US$2.5 million in 2012)

Sales Promotion• Organized ‘CCB-Life Annuity Insurance Camp’ training program for over 200 CCB account managers; improved insurance sales to around US$1.3 million during next quarter; a 600% increase following the product training programProducts Analysis and Market Research• Investigated sales of financial products in Private Banking sector in Chinese market; prepared monthly and annual marketing report to facilitate innovations in insurance product development

• Conducted 7 training sessions (e.g., ‘Demands analyses to customer’s wealth planning’, ‘Strategies in financial products sales’ etc.) for 25 new employees• Trained on average 52 sales representatives monthly for insurance products with essential product knowledge

• Analyzed financial products sold in Private Bank Department (e.g., funds, trust funds, bonds, life insurance, pension annuity, educational planing, invest-linked insurance etc)• Wrote products report, providing sales procedures for sales team