Personal Finance1）Conduct comprehensive and proper asset allocations and wealth management for clients，improve clients wealth growth rates and turnover. In charge of the maintenance of ~300 premium clients with above 0.4 billion AUM, as well as new clients development.2）Familiar with the sales and features of various asset management products such as commercial bank financial products, mutual funds, brokerage asset management plans, insurances, trust etc., particularly mutual funds. Able to provide investment consulting under different economic environments, especially in strategic asset allocations. 3）Fulfill different sales targets assigned, with ~5 millions sales of mutual funds on average, created above ￥500,000 intermediary income in one single season at highest. 2nd prize in mid-range client development in spring season 2014. 1st prize in premium client development during 1st half year 2016.4）Organized multiple lectures on investments and insurances, community marketing activities. Designed the activities plans, marketing strategies, expanded client sources.Mortgage Loan1）Handle all procedures of mortgage loan including marketing, due diligence investigation, credit report writing, post-loan supervision and so on, with an amount of above 10 million loans issued monthly on average. Develop and maintain real estate agents.2）Familiar with policies about real estate industries. Understand the impacts on real estate market by factors such as population structures, resident deposits, macro economy, monetary policies etc., with certain analytical abilities.Corporate Finance1）Knowledge about business of corporate loans and finances. Understand the framework and key points in corporate credit analysis such as industrial, political, financial analysis.2）Knowledge about international trade financing, industrial chain financing, off-shore banking, investment banking businesses in commercial bank.