Experience

  • Analyst, Global Wealth Management

    at UBS AG

    July 2018 - at Present

    Central and Western District

    • Client Sales: Raised USD10mn cash in one quarter for account opening, and provided client advisory services • Reported ~USD 100mn weekly trading flow of APAC Active Advisory team • Successfully pitched multiple contracts (total worth USD 50mn), by providing asset allocation ideas for prospective clients • Conducted portfolio review and generate investment ideas for clients, including structural products, bonds, funds • Chief Investment Office: Conducted daily updates and research on newly issued bonds; Initiated company coverage

  • Summer Analyst, Asia Cash/Liquidity Management

    at Citibank N.A., Institutional Clients Group

    June 2017 - August 2017

    Central and Western District

    • Rebuilt the department’s website portal, that enabled the entire linkage of product materials from product team and client requests from sales team, largely improving the efficiency of client managements • Designed VBA Macro to automatically arrange primary source information into multiple client friendly formats to boost the efficiency of the department • Worked under Belt and Road initiative, analyzed country competitive landscape, identified potential opportunities, and helped senior management develop business strategies in respective countries • Secured a return full-time analyst offer

  • Spring Analyst, DCM Legal

    at Mizuho International plc.

    January 2017 - May 2017

    London

    • Tracked the latest new EU directives, such as MIFID II, PR, and PRIIPs KID, mitigating the compliance risk • Assessed issuers’ financial capability, reported Due Diligence updates to DCM desk, and drafted trading documents of new issues and derivatives • Conducted a research on different regulations of company structure to develop a new repacking program that establishes a company as mediator to clear transactions at low cost and comply with US law • Rotated in Sales, Trading, and Treasury desks, and participated in daily tasks to explore interests and learn about the firm’s business in Secondary Market

Education

  • Bachelor of Science

    at University of Rochester

    2014 - 2018 (4 years) New York

Languages

  • Chinese Native

  • English Negotiation

  • Japanese Elementary

Hives