Huiwen Jin
Economics
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
Languages
Work History
Wealth Manager
Shanghai Pudong Development Bank
9 2020 - 6 2022
- Effectively develop high-net-worth clients through networking, business partnerships, financial seminars, and other means, and provide customized investment and wealth management plans according to client needs
- Continuously follow up and provide professional financial consultation and services to high-end clients, maintaining long-term positive relationships with them; offer clients timely information on financial products, account management services, and consulting services.
Financial Advisor
Shanghai Pudong Development Bank
4 2017 - 2020.10
- Develop and maintain relationships with high-net-worth individual and institutional clients, assisting them in creating financial planning and asset allocation plans
- Based on client needs, allocate products such as net asset value products, equity products, and financing products
- Assist team leader in achieving company's annual sales targets and comprehensive performance metrics
- Effectively carry out compliant marketing, client service, and other tasks related to product marketing.
Mortgage Assistant
Shanghai Pudong Development Bank
4 2016 - 3 2017
- Manage and oversee bank loan policies and procedures for second-hand property mortgage loans and existing property mortgage loans
- Communicate with customers regarding required loan documentation and promptly follow up with them for additional materials
- Track progress of loan approvals and report loan status in progress of loan approvals and report loan status promptly
- Coordinate with the bank's schedules and support relationship managers in completing daily tasks
- Handle the process of loan contract signing.
Assistant Customer Manager
Shanghai Pudong Development Bank
2015.10 - 2016.03
- Customer Identification: Identify potential client development opportunities; conduct promotions and provide consulting services to clients, proactively promoting and recommending related credit services, and providing timely feedback
- Business Marketing: Assist in marketing related credit products and online financial products and services, and make appropriate recommendations
- Assist in collection and organization of financial data for relationship manager
- Support relationship manager in conducting client visits and service follow-ups
- Complete other credit service and marketing tasks as assigned by branch promptly.
Education
BBA - Economics
Guangxi Normal University
Guilin, Guangxi 2001.05 -
Skills
Technical Analysis
undefinedTimeline
Assistant Customer Manager
Shanghai Pudong Development Bank
2015.10 - 2016.03
BBA - Economics
Guangxi Normal University
2001.05 -
Wealth Manager
Shanghai Pudong Development Bank
9 2020 - 6 2022
Financial Advisor
Shanghai Pudong Development Bank
4 2017 - 2020.10
Mortgage Assistant
Shanghai Pudong Development Bank
4 2016 - 3 2017
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