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Yuhui Sun is listed as Private Wealth Advisor at Haitong Securities at Haitong Securities, a company with 2034 employees, based in Beijing, China, China. AeroLeads shows a matched LinkedIn profile for Yuhui Sun.
Yuhui Sun previously worked as Private Wealth Advisor at Haitong Securities and Intern at Haitong Securities. Yuhui Sun holds Master'S Degree, Accounting from University Of Massachusetts Boston.
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I've been working in Haitong Security, one of the biggest security companies in China, for over 4 years. I'm responsible for thousands of clients, from retail investor to Institutional Investor and top shareholders. I give advices on wealth management or financing plan base on my clients' financial situation. I keep improving my mathematic skills and programing skills, and those two skills help me a lot in my work by improving my work efficiency and accuracy. I want to use my knowledge and ability to create value for my clients, partners and employer, and I'm ready to take challenge anytime!
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Beijing, China
- Given company’s fund pool (including mutual funds and hedge funds), analyze both funds’ performance and managers’ performance, with attribution analysis, correlation analysis and other analysis methods and modules. Communicate with clients and give advise on their wealth planning. Currently responsible for over $10 million under wealth management.
Beijing, China
- Analyze data from more than 200,000 clients and group all clients base on factors on different dimensions, such as commissions, trading volumes, net wealth, trading behaviors etc. All clients are finally divided into 9 groups within 3 different ranks, and each account manager is assigned to a group of clients based on professional ability and work.
Other employees you can reach at htsec.com. View company contacts for 2034 employees →
陈春雷
Colleague at Haitong SecuritiesHuangpu District, Shanghai, China, China
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R(
Ruiyang (Aubrey) Zhang
Colleague at Haitong SecuritiesHong Kong SAR, Hong Kong
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张
张宏昊
Colleague at Haitong SecuritiesShanghai, Shanghai, China, China
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林
林志卫
Colleague at Haitong SecuritiesGuangzhou, Guangdong, China, China
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任
任勇军
Colleague at Haitong SecuritiesWuhan, Hubei, China, China
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钱
钱自汉
Colleague at Haitong SecuritiesMinhang District, Shanghai, China, China
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胡
胡二涛
Colleague at Haitong SecuritiesMinhang District, Shanghai, China, China
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XJ
Xinyuan Ji
Colleague at Haitong SecuritiesShanghai, China, China
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YG
Yiwen Gong
Colleague at Haitong SecuritiesShanghai, China, China
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CT
Chao Tang
Colleague at Haitong SecuritiesShanghai, China, China
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Activities and Societies: Beta Gamma Sigma, Golden Key
Quick answers generated from the profile data available on this page.
Yuhui Sun works for Haitong Securities.
Yuhui Sun is listed as Private Wealth Advisor at Haitong Securities at Haitong Securities.
Yuhui Sun is based in Beijing, China, China while working with Haitong Securities.
Yuhui Sun has worked for Haitong Securities.
Yuhui Sun's colleagues at Haitong Securities include 陈春雷, Ruiyang (Aubrey) Zhang, 张宏昊, 林志卫, and 任勇军.
You can use AeroLeads to view verified contact signals for Yuhui Sun at Haitong Securities, including work email, phone, and LinkedIn data when available.
Yuhui Sun holds Master'S Degree, Accounting from University Of Massachusetts Boston.
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