Led face-to-face meetings institutional investors and personal investors; resulted in more than 20 clients' interactions daily for investing policy and cash management of Chinese start up manufacturing firms.
Coached new clients instock software operations; advised clients about regulations and market updating.
Monitored stock market's movements and market news, collected and sorted data of stock prices and transaction volume, and reported directly to company analyst.
2008.05 - 2017.02
AXA Insurance, Hong Kong
Fund Research Assistant
Tracked latest economic and industry news, monitored fund’s performances, and presented macroeconomic analysis reports to analyst daily.
Conducted regulation research for both clients and analyst; promoted AXA Insurance in China, signing HK$ 200,000 insurance contracts with 5 clients.