Overview
Work History
Education
Skills
Personalinterests
Timeline
Generic
Wenjing Yuan

Wenjing Yuan

Shanghai

Overview

3
3
years of professional experience
3
3
years of post-secondary education

Work History

Manager

MiZ Education
02.2024 - Current
  • 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)
  • Taekwondo (Black Belt)
  • Culinary

Timeline

Manager

MiZ Education
02.2024 - Current

Personal Wealth Planner

HSBC
02.2024 - Current

Wealth Planner

St.James's Place
09.2022 - 11.2022

Economist Assistant

Alibaba Group
09.2021 - 01.2022

Bachelor of Arts in Economics with Management -

University of Durham
09.2021 - 05.2022

Business Advisory Service Intern

US-China Business Council
06.2021 - 09.2021

Master of Science in Economics with Finance -

University of St.Andrews
10.2017 - 05.2020
Wenjing Yuan