Collaborate with colleagues in the department to visit high-net-worth clients, understand their investment philosophy and preferences, and allocate appropriate products for them.
Participated in product seminars and analyzed different funds. Gained in-depth knowledge from fund investment managers, research teams, investment philosophy, and directions, leading to a deeper understanding and insight into the market.
Assist in completing the department's daily administrative tasks, including recording and compiling meeting minutes, as well as issuing notification documents for new stock listings.
Invested Manager Consultant Intern
China Industrial Securities Co., Ltd
Shenzhen
07.2022 - 08.2022
Processing the information of customers, including registration, checking and preservation.
Identifying and analysing the public fund based on specific requirements to make graphs for displaying to colleagues.
Education
Bachelor of Science - Statistics
Shenzhen University
Shenzhen
09.2019 - 07.2024
Skills
SQL Database
R language
Python
Microsoft Office
Languages
Chinese (Cantonese)
Native
English
Upper intermediate
Research project
Undergraduate thesis :The development of digital finance and the impact of housing price fluctuation.