 作为创业部门，摸索出了大类资产配置型TOF的信托转型模式，从零开始搭建投资策略、投资流程、运营管理、市场营销等体系，并在多年实践中不断学习证券基金业经验，完善体系。实现了年化10%以上收益、不超过2%最大回撤、管理规模从5亿迅速成长到20亿、获得知名奖项的多项傲人业绩。 独立负责债券基金策略研究，熟悉各类债券策略资管领域，积累大量分析评价经验。基于分析结果，负责TOF中债券基金评价，以及多个绝对收益目标专户、自营流动性账户的投资管理。管理规模合计约60亿。 在传统的非标销售文化下，推动信托财富团队向标品信托销售转型。归纳总结证券类产品的销售策略、销售话术，设计路演材料，设计营销方案，组织营销活动，直接开拓/陪访潜在个人和机构客户，主讲各类客户路演活动，推动销售规模10亿元以上。 拓展人脉资源，建立覆盖公募、私募、券商、期货、银行私行、保险资管、信托等多类金融同业的交流网络，维护传统媒体、新媒体等宣传途径。合作组织金融机构交流会等活动。

 Developed the on-going risk monitor and reporting system, covering over 400 discretional investment projects, totally amounted to more than RMB 200 billions Conducted off-site risk monitor and on-site risk review of various direct investment projects in areas such as real estate, energy, infrastructure, manufacturing, private equity and etc Conducted follow-up credit analysis for counterparties and investment projects; prepared reports for management information and decision As… Show more  Developed the on-going risk monitor and reporting system, covering over 400 discretional investment projects, totally amounted to more than RMB 200 billions Conducted off-site risk monitor and on-site risk review of various direct investment projects in areas such as real estate, energy, infrastructure, manufacturing, private equity and etc Conducted follow-up credit analysis for counterparties and investment projects; prepared reports for management information and decision As head of operation of the company’s PE investment subsidiary, oversaw the completion of daily operational and risk related tasks Show less

 Maintained communication with branch office managers to express audit opinions and monitor remediation of audit issues Developed audit program of investment and asset/liability management functions; led related audit reviews Initiated the research in sales force performance enhancement; worked out proposals to management, which resulted in the establishment of a new function focusing on improving renewal business Coached and motivated junior staff to accomplish work efficiency… Show more  Maintained communication with branch office managers to express audit opinions and monitor remediation of audit issues Developed audit program of investment and asset/liability management functions; led related audit reviews Initiated the research in sales force performance enhancement; worked out proposals to management, which resulted in the establishment of a new function focusing on improving renewal business Coached and motivated junior staff to accomplish work efficiency and career development Show less

 Built up the Auditing Department and audit related system / regulations Led over 10 audit projects covering sales, operation, finance, investment, anti-money laundering, actuary, administration and IT etc Initiated the research of operational risk management of life insurance companies; developed the risk model, which later acted as the base of risk-oriented audits  Provided daily consultation to help evaluate and decrease risk in the company’s operation; promoted concept of… Show more  Built up the Auditing Department and audit related system / regulations Led over 10 audit projects covering sales, operation, finance, investment, anti-money laundering, actuary, administration and IT etc Initiated the research of operational risk management of life insurance companies; developed the risk model, which later acted as the base of risk-oriented audits  Provided daily consultation to help evaluate and decrease risk in the company’s operation; promoted concept of internal audit and internal control through daily work, thus to enhance the company’s control environment and well-functioning Show less

 Joined as a management trainee, trained systematically and rotated among several functions, promoted to section manager in 2 years Led and participated in over 30 audit projects, covering branch operation, underwriting/claim, IT security, compliance, anti-money laundering, HR, and procurement Participated in anti-fraud project, improving fraud awareness through comprehensive training and risk assessment; led two fraud case investigations and traced back overpaid commission amounted… Show more  Joined as a management trainee, trained systematically and rotated among several functions, promoted to section manager in 2 years Led and participated in over 30 audit projects, covering branch operation, underwriting/claim, IT security, compliance, anti-money laundering, HR, and procurement Participated in anti-fraud project, improving fraud awareness through comprehensive training and risk assessment; led two fraud case investigations and traced back overpaid commission amounted to almost RMB 500,000. Was invited by Allianz Group Audit (Germany) to participate in the audit of Allianz Indonesia life and general insurance companies; completed underwriting and claims part independently and delivered a satisfactory result to the team leader Show less