Summary
Work History
Education
Skills
PROJECT EXPERIENCE
Timeline
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Jiarui Duan

Summary

Results-driven Business Management undergraduate from University of Nottingham with training in strategic and marketing management, consumer behaviour, and financial management. Internship in wealth management involved client analysis, customer segmentation, and product research. Demonstrates strong commercial awareness and structured thinking. Seeking opportunities in Commercial Management, Business Development, or Management Trainee programmes.

Work History

Consultant Assistant Intern

Haiyin Wealth Management Co., Ltd.
Shanghai, China
05.2021 - 10.2021
  • Assisted in analysing existing client information, including investment preferences, risk appetite and client value, to support preliminary customer segmentation.
  • Helped identify potential target customers based on customer profiles and service levels, contributing to more focused client relationship management.
  • Collected and summarised client feedback from follow-up calls, identifying key needs regarding investment return expectations, product risk and service experience to inform consultant strategies.
  • Researched features of wealth management products, including return structure and securities-related risk, to enable consultants to create effective client communication materials.
  • Supported the wealth management consulting team by organising client files, business records and meeting materials, improving document accessibility for daily client follow up.
  • Prepared Excel tables, PowerPoint slides and printed documents for internal reporting and client meetings.
  • Assisted in planning and executing client events and large-scale meetings, managing meeting notes, customer gifts and event logistics to enhance attendee experience.

Education

Bachelor of Business Administration - BSc Business Management

University of Nottingham
Nottingham, United Kingdom
01-2026

Skills

Commercial and Business Skills

  • Commercial Awareness
  • Business Development
  • Market Research
  • Competitor Analysis
  • Customer Segmentation
  • Business Strategy
  • Go-to-Market Planning
  • Client Relationship Management

Data and Analytical Skills

  • Excel data management
  • Power BI reporting
  • SQL database queries
  • Business Reporting
  • Customer Feedback Analysis

Business Frameworks

  • SWOT
  • PESTLE
  • Porter’s Five Forces
  • STP
  • 4Ps Marketing Mix
  • Risk Matrix

Languages

  • Mandarin Chinese (Native)
  • English (Professional Working Proficiency)

PROJECT EXPERIENCE

Commercial Strategy Project  

University of Nottingham | 2026  

  • Conducted market and competitor analysis for the Halo Chip from the Halo Corp.
  • Applied SWOT, PESTLE and Porter’s Five Forces to assess market attractiveness, competitive intensity and growth potential.
  • Developed recommendations on target customers, pricing logic, distribution channels and promotional strategy.
  • Presented findings through a structured business report and group presentation, translating research into practical commercial recommendations.

Business Analytics & Consumer Insight Project

University of Nottingham | 2024

  • Analysed customer transaction and behavioural datasets using Excel and SQL to identify purchasing patterns and customer segments.
  • Cleaned and structured raw data through Excel functions including Pivot Tables, XLOOKUP and conditional formatting.
  • Built SQL queries to extract and summarise customer-level insights, including purchase frequency and customer retention indicators.
  • Developed an interactive Power BI dashboard visualising KPIs such as customer growth, sales trends and segment performance.
  • Presented recommendations on customer targeting and business growth opportunities based on data-driven findings.

Business Development & Market Analysis Project

Student Consulting Project | University of Nottingham | 2024

  • Collaborated with a team of students to evaluate growth opportunities for a business operating in the retail and consumer sector.
  • Conducted competitor benchmarking and market analysis to assess commercial opportunities and industry trends.
  • Collected and analysed customer feedback data to identify key drivers of customer satisfaction and retention.
  • Produced business recommendations covering customer acquisition, market positioning and operational improvement.
  • Delivered findings through a client-style presentation and written report.

Timeline

Consultant Assistant Intern

Haiyin Wealth Management Co., Ltd.
05.2021 - 10.2021

Bachelor of Business Administration - BSc Business Management

University of Nottingham

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Jiarui Duan