Hong Kong SAR
1. Studying Master of Finance at HKU. Economics & Law double bachelor degree at Nankai University(985&211), minor in Business Management. 2. Strong time management, negotiation and process optimization skills, with client-centric and detail-oriented mindset. 3. Love Investing. Using Excel VBA and Python to build my own trading system.
•Client Service: Helped HNW & Institutional clients open accounts, led site visits to 10+ GPs, including Goldman Sachs and Macquarie. •RM Enablement: Streamlined licensing for 5+ RMs, produced ICRM & transfer SOPs that cut RM enquiry tickets 70%. •Micro-lending: Analyzed clients' credit risk, prepared rollover valuation reports.
1. Business Analysis: Monitored weekly business performance indexes, built dynamic dashboards and visualized data. 2. Supplier Development: Identified and developed 9 vendors for vehicle pick-up, legal/tax advisory and account-opening services; supported tendering, contract negotiation and contract review. 3. End-to-End Service Delivery: Tailored and delivered 70+ bespoke client solutions by connecting front-office requirements with specialized suppliers in legal/tax advisory, vehicle pick-up and other services, and spearheaded the design and continuous optimization of a standardized SOP covering the full service lifecycle.
• Contract Audit: Verified 223 equipment procurement contracts, invoices, and payment details of a new energy company, reconciled the reviewed amounts, and calculated the tax. • Account Processing: Consolidated 20+ expense details of the management expenses sequential account of a land company over 29 months, summarized the results using the Index and Match functions. • 合同审计：核查某新能源公司223项设备采购合同、发票及付款单明细，校对送审金额，计算进项税。 • 账务处理：汇总某土地公司29个月的管理费用序时账20多项费用明细，并以Index结合Match函数汇总结果。
• Interbank Credit Granting: Reviewed annual reports and third-party credit rating reports of transaction counterparty banks, analyzed the credit risk of transaction counterparty banks from 5 dimensions and produced 4 reports respectively. • Loan Review and Post-loan Archive Management: Verified the discount application materials of 287 direct discount services from 2023 to 2024, assisted in review and approval, and compiled the interbank ledger. • Rediscount Business Declaration and Benefit Calculation: Queried the endorsement times and the scale of enterprises served, and calculated the financing cost savings from the rediscount business for the years 2023-2024. • 银行同业授信：查询交易对手银行报告及第三方信用评级报告，从主营业务、财务状况、授信情况、主要监管指标、贷款分布与不良资产情况共5个维度分析交易对手银行信用风险，为4家交易对手银行产出报告共4份。 • 贷中审核与贷后档案管理：核查23-24年287次直贴服务的贴现申请材料，协助审核签批，编写同业台账。 • 再贴现业务申报及效益计算：查询背书次数、贴现企业规模等，计算23-24年再贴现业务节约的融资成本。
• In-depth Study of a Hotel Enterprise: Analyzed more than 30 industry research and company annual reports covering industry supply and demand status, company core business, and financial performance into a 25-page data report using WIND financial terminal and other sources. • 某酒店企业深度研究：使用WIND金融终端等渠道，查询30余篇行业研究报告及公司年报进行数据与信息搜集，从行业供需状况、公司核心业务、财务业绩等方面研究，汇总形成25页数据报告。