Yidan Liu
Walnut,CA
Summary
Accomplished Risk Management Analyst and Personal Financial Consultant at ICBC, adept in claim reviews and fostering a culture of compliance. Leveraged Microsoft Excel proficiency and economic forecasting to enhance investment strategies, achieving significant risk mitigation. Excelled in internal audits and incident investigations, demonstrating strong analytical and advisory skills.
Overview
7
7
years of professional experience
Work History
Risk Management Analyst
ICBC
China
09.2006 - 12.2011
- Assisted with minimizing risk exposure by reviewing claim validity and viability against coverage standards.
- Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
- Trained staff in risk management policies and monitored compliance to control company liability.
- Analyzed data on price, stability and other factors affecting investment programs to incorporate into investment decisions.
Personal Financial Consultant
ICBC
China
09.2004 - 09.2006
- Advised clients on portfolio allocation and various investment types.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions.
Education
Master Of Science - Banking And Finance
Loughborough University
Loughborough, UK06.2004
Bachelor Of Science - Mathematics
Tianjin University
Tianjin, China06.2002
Skills
- Claim Reviews
- Internal Audits
- Incident Investigations
- Microsoft Excel proficiency
- Trend Analysis
- Risk advisory
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Timeline
Risk Management Analyst
ICBC
09.2006 - 12.2011
Personal Financial Consultant
ICBC
09.2004 - 09.2006
Master Of Science - Banking And Finance
Loughborough University
Bachelor Of Science - Mathematics
Tianjin University