Microsoft Excel, Company research, Powerpoint, Valuation Analysis, Due Diligence, Financial Modelling

Retail Banking, Wealth Management, Sales and Relationship Management, Mandarin

Financial Products, Portfolio Allocations, Wealth Management, Client Acquisition, Regulatory Compliance, Investment Advisory, Team Leadership, AUM Growth, Mentoring

Legal Drafting, Financial services industry, Litigation, Mandarin language proficiency, Employee Relations, Disputes, Employment Law

Investment Banking, Consulting, Business Process Improvement, PMI, investment operations, trading company investment

Investment Banking, Slide Craftsmanship, Powerpoint