Instruct high school students in economics competition and subject exam content
Manage and operate social media accounts for high school economics club
Serve as judge for NEC and BPA, Examiner of ACIE board.
Personal Wealth Planner
HSBC
02.2024 - Current
Assisted clients in establishing their financial goals and recommended insurance coverage, pension schemes, annuities and HSBC premium bank account
Conducted financial analysis reports based on clients' assets, liabilities, income, expenses and risk tolerance
Maintained client relationships through regular communication, proactive guidance and responsive service.
Wealth Planner
St.James's Place
09.2022 - 11.2022
Assisted the partners in developing investment strategies based on the client's financial status and life goals
Took notes of clients' personal financial information through sitting in face-to-face client service meetings
Helped the partners to cooperate with the marketing team to create sales and cultivate new client relationships.
Economist Assistant
Alibaba Group
09.2021 - 01.2022
Worked closely with economists to conduct data analysis, make forecasts and wrote research reports on the latest econ-political, finance and business-related topics around the Chinese economy
Tracked data regarding liquidity, property and financial market trends in China, analyses major fluctuations
Monitored and studied Chinese government regulatory policies and presented summaries of research to c-suite managers every week, and published for internal share.
Business Advisory Service Intern
US-China Business Council
06.2021 - 09.2021
Conducted research on the impact of the Chinese laws and regulations on foreign businesses and investors
Consulted for USCBC member companies (over 250) on topics regarding Chinese public policies and laws
Hosted events to bridge for better communications between member companies and government officials.
Education
Bachelor of Arts in Economics with Management -
University of Durham
England, UK
09.2021 - 05.2022
Master of Science in Economics with Finance -
University of St.Andrews
Scotland, UK
10.2017 - 05.2020
Skills
Mandarin (Native)
English (IELTS 75)
Japanese (N2)
MS Office Software
STATA
Personalinterests
Rescuer Diver and Free Diver (Certificated by PADI)
Quality Testing Manager at Citigroup Services and Technology (China) LimitedQuality Testing Manager at Citigroup Services and Technology (China) Limited