Position held at Operational Planning and Research Team Leader at KJ Planning Ltd.
Spearheaded identification of new business opportunities and led project management efforts to drive growth and innovation.
Worked extensively with cross-functional teams and external partners to conduct market exploration, propose innovative platforms, and develop market expansion strategies.
Demonstrated proficiency across multiple sectors including market research, FX swap research, FX brokerage operations, and risk management for FX trade support.
Responsibilities include pioneering new company ventures, developing partnerships, supervising projects, assisting back office, and enhancing organization service. Successfully stabilized and tripled fund management for financial group within two-year period.
· Trading Platform Management (Metaquotes 4)
Daily check for the trading platform usage, plugin moving, account
management. Also, collecting industry information and actively understand the functions and applications of major mainstream/new trading platforms.
· FX Policy Development
(Institutional and Retail) FX B2B/B2C trade information collect, collect and summarize the different standards of the industry for different target markets Foreign Exchange Liquidity Management
Manage the FX liquidity and work to improve the competitiveness of the platform's quotes, improving order execution. Maintain communication and cooperation with many liquidity providers, improve the market maker service of the proprietary platform, committed to maintaining ongoing management of the expanded Group Fund.Projects management
Offshore Operations including regular meetings with overseas teams, to interact
with new local regulatory policies and jointly manage overseas team operations.
· Overseas Corporate Management
(Malaysia/Singapore/Vietnam/New Zealand/Caribbean region) Overseas corporate Procedures for local corporate registration and daily operation of legal entities including annual audit/tax return.
· Business Plan Development
Participate in formulation of company business development plans,registration of oversea entities, offshore operation of overseas companies, and follow-up with Local Trust Companies or Agencies.
Work with team to identify, escalate, and resolve workflow issues,
communicate refinements to improve standard process, and constructively so that issues are effectively resolved using risk-free approach by minimizing exposure and risk.
Working in the different role in Operation office:
2021.8~2022.12
1.Front-office operations:
2021.12~2022.10
2.Back-office Operations:
Involved predominantly in foreign exchange trading and settlement monitoring, as well as overseeing platform trading risk control. Additionally, responsible for providing feedback on trading data to the overseas system development department. Furthermore, tasked with developing foreign exchange SWAP policies and possessing a solid understanding of foreign exchange products and CFDs.
2022.11~2023.04
3.Middle Office Operations:
Responsible for group budget management and actively participating in settlement process of overseas accounts. Additionally, involved in tax declaration procedures and regular meetings with all offshore corporations. Furthermore, liaising with third-party vendor companies to address various back-office issues.
2023.05~2023.11
Operational Planning and Research Team Leader:
Assumed responsibility for spearheading retail market development planning initiatives, delineating the company's strategic objectives, and collaborating with Legal Compliance Department to formulate policy guidelines.
Follow up with daily market research, and keep connected with client targets in the U.S. and other English-screaking countries. Successfully interviewed target leads from 2,000 candidates and hosted Japanese-English online interview sessions.
2015.8-2015.9
(Glacier National Park) America Montana
2016.5-2016.8
(Crypto Investment company ) China Guangzhou
2018.11
(Nomura securities) Japan Tokyo
Language
Mandarin (Native Speaker) Japaneses /English (Business level)
Software
Eviews/R Studio/ Excel VBA/ LogViewer/MT4 Manager&Admin/ MT4 Plugins/ Onezero Hub