Serena Sun
Orpington
Summary
An experienced professional with a background in various work environments, I have handled responsibilities ranging from front-end sales to back-end supporting roles. After taking a career break to care for a critically ill family member and subsequently being a stay-at-home mom, I pursued and successfully completed the three ATT certificate exams. Now, I am eager to return to the workforce, bringing my diverse experiences and newly acquired knowledge to contribute positively to this new work setting.
Overview
14
14
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Career Break
Stay-at-Home Mom
Orpington
11.2015 - Current
- Taking continuing education and courses，having passed three ATT certificate papers（Personal Taxation/ Business Taxation/Business compliance).
- Managing a busy household and provide childcare.
- Running the second-hand uniform school shop.
- Volunteering at parkrun, foodbank, and charity shops.
- Doing other courses of personal interest.
Sales Management Officer-Mid Office
Ping An Trust Wealth Management Co., Ltd. Shenzhen Branch
Shenzhen
05.2014 - 10.2015
- Developed and implemented strategies for acquiring new clients.
- Maintained customer databases, tracked the number of clients and assets under sales personnel, and submitted monthly analysis reports.
- Planned and executed large-scale customer events, such as charity banquets, client salons, and philanthropic activities.
- Developed and executed customer gift feedback programs and managed the company's gift inventory.
- Managed the company's WeChat official account, including daily content push and interaction to enhance influence and engagement.
- Addressed customer complaints.
Antibody Center Assistant
Chinese Academy Of Sciences，Shenzhen Institute
Shenzhen
10.2012 - 04.2014
- Responsible for financial reimbursement, human resources, administrative affairs, procurement, etc.
- Assisted the center director in handling daily affairs, responsible for coordinating and communicating with various departments within the institute.
- Planned and organized various conferences, lectures, and team activities, receive important visitors.
- Registered and established incubated company, handled various procedures during the initial phase, and managed the day-to-day affairs of the company.
VIP Client Financial Manager
China Merchants Bank Co., Ltd. Shenzhen Branch
Shenzhen
07.2009 - 08.2012
- Obtained customer resources through various channels, such as organizing customer marketing/social events, branch identification, and database marketing.
- Established customer profiles, promptly collected, organized, and updated customer information, conducted customer relationship maintenance, and enhanced customer loyalty.
- Provided investment and financial advice or planning based on customer needs, recommending products that align with the customer's risk tolerance.
- Discovered various business needs of customers, actively explored collaboration with other departments, such as Corporate Banking, Personal Loans, and other relevant units within the company.
Education
Bachelor's - International Economics And Trade
Xiamen University
Xiamen， China 09.2005 - 07.2009
Skills
Multitasking
Time management
Organizational Skills
Communication
Team working
Critical thinking and problem-solving
Proficient in office software
Timeline
Career Break
Stay-at-Home Mom
11.2015 - Current
Sales Management Officer-Mid Office
Ping An Trust Wealth Management Co., Ltd. Shenzhen Branch
05.2014 - 10.2015
Antibody Center Assistant
Chinese Academy Of Sciences，Shenzhen Institute
10.2012 - 04.2014
VIP Client Financial Manager
China Merchants Bank Co., Ltd. Shenzhen Branch
07.2009 - 08.2012
Bachelor's - International Economics And Trade
Xiamen University
09.2005 - 07.2009