Yun Xiang
Cary,NC
Summary
Private banker with two years of experience in high-pressure environments, demonstrating adaptability to rapid changes. Recognized for exceptional work quality and efficiency, consistently achieving top performance ratings. Proficient in Mandarin, English, and Japanese, enhancing client communication and service delivery.
Overview
2
2
years of professional experience
Work History
Private Banking Assistant
Shanghai Pudong Development Bank
Guangzhou, China
07.2018 - 04.2020
- Coordinated partnerships with insurance companies, securities firms, and fund managers to integrate and promote third-party products through bank sales channels, and organized targeted client events.
- Organized business training sessions for client managers to improve operational effectiveness.
- Compiled and analyzed sales performance data to support development of future sales strategies.
Education
Master of Science - Finance
Case Western Reserve University
Cleveland, OH01-2018
Bachelor of Science - Finance
South China University of Technology
Guangzhou, China07-2016
GED -
High School Equivalent
Cary, NC05-2025
Skills
- Microsoft Office proficiency (Excel, Word, PowerPoint)
- Multilingual in Mandarin (native), English (fluent), and Japanese (JLPT N1)
- Management accounting (CMA certification)
- Financial analysis (CFA level III candidate)
Timeline
Private Banking Assistant
Shanghai Pudong Development Bank
07.2018 - 04.2020
Master of Science - Finance
Case Western Reserve University
Bachelor of Science - Finance
South China University of Technology
GED -
High School Equivalent
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