Junjie Zeng
Summary
Graduate student majoring in economics with internship experience in the securities and insurance industry. Strong interest in financial markets and investment analysis. Knowledge encompasses securities, funds, and insurance, along with a deep understanding of how financial markets operate. Skills in market research, investment analysis, and product promotion. Can independently craft comprehensive research reports. Familiarity with securities account opening process and customer maintenance. Hands-on experience in frontline financial sales.
Overview
1
1
year of professional experience
Work History
Produce Department Associate
AIA Group Limited
02.2023 - 05.2023
- Designed two tax-deferred pension products aligning with integrated tax-saving calculators, helping over 1,200 clients reduce taxable income by ¥360 to ¥5,400, resulting in a 25% increase in product uptaken in the first quarter
- Implemented and designed customized financial plans for more than 50 high-net-worth clients, successfully delivering over ¥3.8 million in tax savings and driving ¥12 million in premium contributions
- Collaborated with legal teams to produce 10 tax-saving guides and conducted three webinars, educating over 500 agents and clients, leading to a 40% rise in pension product inquiries
Intern
Huafu Security
07.2022 - 09.2022
- Processed 150+ error-free account openings (avg. 20 mins/client) and resolved 200+ inquiries with a 4.8/5 satisfaction score , while organizing 300+ compliance documents to pass
- Analyzed 10+ daily market indicators, compiled 45 trading briefings, and cleaned 5,000+ data points for 3 weekly reports, maintaining an 8,000+ entry database with
- Executed 4 investor events (300+ attendees), published 8 WeChat articles (1.5K+ views) driving 30+ leads, and automated reports to save 1.5 hrs/day for the team.
Education
Master of Arts - Economics
State University of New York At Buffalo
Buffalo, NY05.2025
Bachelor of Science - Finance
Zhuhai College of Jilin University
Zhuhai06.2023
Skills
- MS Excel
- MS PowerPoint
- MS Word
- Stata
- Willingness to learn
- Product knowledge
Languages
Chinese (Cantonese)
Chinese (Mandarin)
English
Timeline
Produce Department Associate
AIA Group Limited
02.2023 - 05.2023
Intern
Huafu Security
07.2022 - 09.2022
Master of Arts - Economics
State University of New York At Buffalo
Bachelor of Science - Finance
Zhuhai College of Jilin University
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