Summary
Overview
Work History
Education
Skills
Timeline
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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

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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

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Serena Sun