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
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