工作职责：·         Conducted market research in London to better understand the company’s customer and its competitive advantage; results presented to Sales Director in which led to shift in marketing and product design strategy ·         Analyzed sales reports using Excel to identify sales strategy recommendations, presented to management team, leading to the implementation of new strategies to optimize sales ·         Enhanced salesmen’s engagement and overall satisfaction through effective communication and compensation model change, achieved 5% sales growth in 3 months

工作职责：·         Prepared 10~20 monthly financial reporting (e.g. AUM reports), resulting in an excellent summarization and comparison data tables for branch manager management decision ·         Coordinated with supervisor to achieve customer attraction growth of 10% monthly, efforts contributed to branches’ regional AUM increased by $0.4 billion at the end of the summer ·         Assessed the completeness & accuracy assertions of reimbursement expense by vouching a chain of evidence, resulting in an accurate cost model data and reduced unnecessary expense ·         Took an active role in preventing fraudulent overseas transactions, remediating potential risk of money laundering, making sure the company was operating legally