Hong Kong SAR
Dynamic and versatile finance professional with progressive experience in operations, marketing, client relations, and financial analysis across fintech, banking, and luxury sectors in Hong Kong, the US, and Italy. Most recently, as Operation and Marketing Associate at China Reserve Securities Limited (Jun 2025–Jan 2026), served as key liaison with private banks, crypto exchanges, and custodians; developed targeted pitchbooks and marketing materials for trustee and wealth management services; resolved client inquiries; and drove business development in digital assets. Previously, as Financial Analyst at LianLian Global (Dec 2024–May 2025), managed settlement reconciliation, invoice processing, high-value partner relationship building, and orchestrated the Money 20/20 event.Earlier roles include Customer Relations Specialist at China CITIC Bank (internship), where I supported SME lending solutions; Sales Representative at GE HealthCare (internship); and Finance AP & KOL Marketing at TOD'S Group (internship), achieving an 11% sales increase through consumer behavior analysis. Skilled in CRM, financial reporting, event planning, market analysis, and bridging traditional and digital finance ecosystems.
• Served as the primary liaison with key professional counterparts, including private banks, cryptocurrency exchanges, digital asset custodians, and trust service providers, fostering strong partnerships to support seamless integration of traditional and digital asset services. • Developed high-impact marketing materials, including pitchbooks, presentations, and client proposals, tailored to highlight the company's trustee and wealth management solutions for high-net-worth individuals, family offices, and institutional clients. • Efficiently resolved client inquiries with a client-centric approach, providing expert guidance on products, services, and regulatory considerations to ensure exceptional satisfaction and long-term relationships. • Proactively identified and pursued new business opportunities by analyzing market trends in digital assets and wealth preservation, contributing to portfolio expansion and revenue growth. • Supported comprehensive marketing initiatives for Future Wing Financial Company Limited and its affiliated group entities, enhancing brand visibility and promoting integrated financial platforms across traditional and digital economies.
• Acted as the main point of contact for customer care inquiries from bank customers and helped customers find the financial solutions that best meet their requirements; • Provided support for analysts by compiling daily financial summaries and presenting reports at executive meetings. Key results: Developed a variety of different forms of guaranteed loans in order to assist small businesses with less than 50 workers in obtaining the necessary financial services.
•Conducted independent research to gather data on eight different secure hospital access and hospital equipment utilization, and then reported those results to the sales department; •Conducted interviews with the head physician and other healthcare experts, obtained information on the budget, and determined the number of machines required. matched the budget with the goods of the firm. Key Result: Completed a 30-paged-long technical report involving various statistical models to support marketing department.
• Managed the financial operations for luxury products, including bank payments, contract evaluation, verification of cash flow, and employee reimbursement verification; • Classified the three separate luxury brands that each firm offered (TOD'S, RV, and HOGAN) and carried out two market validations of competing items for the purposes of the public relations and marketing departments. • Key Result: Boosted sales for 11% by analyzing consumers’ features using behavioral management model; Learned how to apply economics models in textbooks to solve real-world applications; And cultivate a deeper sense of financial knowledge in practical problem