Yuling Liang Email & Phone Number

Guangzhou, Guangdong, China

- As a member of the project team, deeply participate in the annual audit of the enterprise, assist the project leader to collect relevant financial documents and other information, in accordance with the audit business process, standards to audit the draft, through inspection, inquiry, correspondence, and other procedures, the enterprise financial audit-Participate in the preparation and collation of audit drafts, including the audit of core accounts such as income,expenses, personal ledger items, and related party disclosures, such as realized and unreal capital gains, main business income, costs, accounts receivable/accounts payable income tax, etc-To assist the project team to complete the on-site audit work, responsible for the audit process and related departments of coordination and communication, as well as internal audit-related work and leadership work

Guangzhou, Guangdong, China

-Researched economic data and reviewed records to assess adequacy of institution's operations in relation to established structure.-Strengthen understanding and learning of macroeconomic policies, familiar with the main business sectors of banks, systematic learning of banking financial management and daily business practices, master wealth management-related knowledge-According to the size of the client's assets, expected ROI, risk appetite, and risk tolerance for demand analysis,to provide customers with personalized investment advisory services, issued a professional asset allocation plan-Responsible for maintaining and expanding financial customers, timely update and improve customerinformation and dynamic tracking and management of customer assets, etc.

Bachelors'Degree, Mangement, Grade#4

Bachelor'S Degree, Management