Versatile professional with expertise in economics, finance, and banking. Skilled in fostering collaborative team environments through clear communication, leadership, and cross-functional coordination. Proven ability to rapidly master new domains and deliver results across diverse industries, leveraging adaptability and a solutions-focused mindset. Proficient in operational execution, relationship management, and driving efficiency in fast-paced settings.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Retail Operations Coordinator
Beicong Clothing Company
04.2025 - Current
Managed daily operations for two retail stores in a family-owned apparel business serving domestic and international multicultural clientele.
Trained and supervised team of 10 staff members, improving sales conversion rate by 18% through customized coaching on customer engagement techniques.
Coordinated product selection with manufacturers, optimizing inventory mix through monthly sales trend analysis.
Streamlined stock management processes by reducing inventory discrepancies by 25% through monthly audits.
Compliance & Licensing Specialist
Future Well License Compliance Limited
02.2023 - 03.2025
Led a cross-functional team to assist clients in obtaining financial licenses from the Hong Kong Securities and Futures Commission (SFC). Responsibilities included corporate structure setup, company registration, due diligence on shareholders/directors, license application preparation/submission, and addressing SFC inquiries.
Achieved 15 successful license approvals out of 20+ applications submitted during tenure.
Managed on-going compliance for 15 companies, including monthly financial reporting (preparation of Financial Resource Reports for SFC), annual audits, tax filings, and operational reviews.
Streamlined client operations by overseeing administrative tasks, recruitment, and office leasing processes.
Designed and delivered onboarding programs for new hires, covering company protocols, hands-on project training, and progress tracking.
Proficient in Microsoft Office Suite including Word,Excel and PowerPoint.
Sales and Operation Management
Beicong Clothing Company
06.2022 - 01.2023
Managed international clothing trade operations (wholesale/retail), independently handling order processing and cultivating long-term client relationships.
Conducted bilingual client communications (English/Chinese) with adaptability to diverse needs.
Oversaw daily store operations, including team leadership and customer relationship management.
Designed and implemented product promotion strategies to drive sales growth.
Directed e-commerce operations, optimizing digital sales channels and online engagement.
Executed administrative tasks with advanced proficiency in MS Office Suite (Excel, PowerPoint, Word).
Retail Banking Relationship Manager
Shanghai Pudong Development Bank
06.2021 - 06.2022
Advised high-net-worth retail clients with AUM around RMB 30 million on customized investment portfolios spanning deposits, wealth management products, funds, and insurance.
Monitored client investments, conducted performance reviews, and provided proactive recommendations for asset rebalancing.
Strengthened client retention through regular portfolio analysis, maturity reminders, and relationship-building initiatives.
Spearheaded 10+ branch marketing events annually, from concept design to execution, boosting customer engagement by 25%.
Negotiated and secured long-term credit card partnership agreements with 10 local merchants, tailoring solutions to their business needs.
Opened, closed, and updated accounts for customers.
Investigated customer inquiries and resolved discrepancies in helpful and timely manner.