Meng Liu
Rockville,MD
Summary
Motivated Team Lead possessing excellent leadership and planning abilities. Focused on delivering high-quality products on tight schedules. Monitors, trains, and encourages employees to improve skills and meet demanding targets. History of successfully developing and managing strong teams through proactive training and issue management.
Overview
12
12
years of professional experience
Work History
Team Leader Manager
Hywin Wealth
Chaoyang, Beijing
04.2020 - 04.2024
- Assigned and monitored daily tasks for team members.
- Provided guidance, coaching, and feedback to team members.
- Organized team meetings to discuss progress and challenges.
- Identified areas where teams could improve their skillset.
- Motivated team members to consistently achieve or exceed performance expectations.
- Designate financial planning for high net worth clients
Team Leader
Jupai Investment
Chaoyang, Beijing
10.2017 - 12.2019
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Developed strategies for problem solving and conflict resolution among team members.
- Conducted regular performance reviews to assess individual team member progress.
- Provided coaching and feedback on employee performance, encouraging professional development.
- Created training materials and conducted group trainings on new processes or procedures.
- Designate financial planning for high net worth clients
Account Manager
Bank of Jiangsu
Xicheng, Beijing
10.2014 - 08.2017
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Created comprehensive reports on account performance and presented them to senior management.
- Provided training and guidance to new Account Managers.
- Negotiated contracts with clients to maximize profitability.
- Conducted market research to identify potential customers.
Teller
Industrial and Commercial Bank of China, ICBC
Daxing, Beijing
08.2012 - 10.2014
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Assisted customers in opening new accounts and completing required paperwork.
Education
Bachelor of Science - Electronics Technology
Beijing Institute of Graphic Communication
Beijing08-2012
Skills
- Remote Team Management
- Industry Expertise
- Meeting facilitation
- Stakeholder Management
- Workload Management
- Agility drills
- Insurance decisions
- Advising on investments
- Funding education
- Investment planning
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Team Leader Manager
Hywin Wealth
04.2020 - 04.2024
Team Leader
Jupai Investment
10.2017 - 12.2019
Account Manager
Bank of Jiangsu
10.2014 - 08.2017
Teller
Industrial and Commercial Bank of China, ICBC
08.2012 - 10.2014
Bachelor of Science - Electronics Technology
Beijing Institute of Graphic Communication
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