Yunxiao Li
St Louis,MO
Summary
Driven investment banking professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager. Results-driven client manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
5
5
years of professional experience
Work History
Investment Manager
HuaSheng Seed Group CO.,LTD
07.2023 - 08.2023
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Analyzing the current available management of the company and presenting feasible proposals to the board of directors.
Client Manager
China Merchants Bank
07.2021 - 05.2022
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Scheduled and attended meetings with clients and prospective clients as requested.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Client Manager
China Construction Bank
05.2018 - 08.2018
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Assisted coworkers and staff members with special tasks on daily basis.
Education
Master of Science - Finance in Wealth And Assest Management
Washington University in St Louis
St Louis, MO12.2023
Associate of Science - Economics And Finance
University of Arizona
Tucson, AZ12.2020
Skills
- Business Development
- Strategic Planning
- Financial Instrument
Languages
Japanese
Professional Working
Timeline
Investment Manager
HuaSheng Seed Group CO.,LTD
07.2023 - 08.2023
Client Manager
China Merchants Bank
07.2021 - 05.2022
Client Manager
China Construction Bank
05.2018 - 08.2018
Master of Science - Finance in Wealth And Assest Management
Washington University in St Louis
Associate of Science - Economics And Finance
University of Arizona
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