Yaojun Song
Summary
Investment support and client relations professional with 5 years of experience. Expertise in analyzing complex data from annual reports and stock selection logic. Proficient in summarizing analyst insights and conducting thorough data collection and industry monitoring.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work history
Investment Assistant
China International Capital Corporation (CICC)
Shanghai
01.2024 - 09.2025
- Delivered multiple markting research projects for institutional clients and contributed to client-facing sales presentations.
- Coordinated with the marketing department to visit general managers of several fund companies, facilitating business cooperation beyond research.
- Collected and organized market and company data, monitored industry developments, and supported drafting of in-depth sector and company reports.
Wealth Planner Assistant
Ping An Bank
Shenzhen
12.2022 - 12.2023
- Disseminated and reported the latest analyst research via calls, messaging to client;
- Mastered industry-research methods and stock-selection logic.
- Tracked market trends, identified investment themes, and provided high-quality financial product recommendations that based on clients’ risk preferences.
- Composed daily morning meeting summaries, distributed research updates, and assisted in organizing strategy forums, topical discussions, and client events.
Private Wealth Planner Assistant
Guolian Minsheng Securities
Shenzhen
07.2020 - 09.2022
- Managed institutional-client operations for private-equity partners.(e.g., Jiaqiang Fund – market-value management; Qianhai Chuangxin – capital sourcing; Qianhai Jiuying – bond business).
- Delivered weekly public-fund investment briefings for the branch, analyzing market fund scale, portfolio allocation, and ETF capital flows.
- Coordinated with the research department to connect institutional clients with listed companies, organizing roadshows, expert seminars, and one-on-one regional due-diligence sessions.
Education
Certificate of Higher Education -
Chengdu Shishi High School
Sichuan,China 09.2017 - 06.2020
Skills
- Wealth management techniques
- Market insight
- Client servicing
- Report-writing
- Master Microsoft softwaves: Word, Powerpoint, Excel
Languages
English
Fluent
Chinese (Mandarin)
Native
Timeline
Investment Assistant
China International Capital Corporation (CICC)
01.2024 - 09.2025
Wealth Planner Assistant
Ping An Bank
12.2022 - 12.2023
Private Wealth Planner Assistant
Guolian Minsheng Securities
07.2020 - 09.2022
Certificate of Higher Education -
Chengdu Shishi High School
09.2017 - 06.2020
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