An experienced investment advisor with over 7 years in wealth management and investment banking, serving high-net-worth individuals and institutional investors. Skilled in global asset allocation, equities, fixed income, and alternative investments, with expertise in risk management and cross-border wealth planning. With an international background, adept at delivering efficient financial solutions in multicultural environments.
Experience：
- Financial Analyst Intern (2015–2016): Participated in valuation modeling and market analysis.
- Investment Advisory Associate (2016–2019): Supported institutional clients with investment strategies and asset allocation; recognized as “Employee of the Year.”
- Senior Investment Advisor (2019–Present): Manage large-scale funds across 120+ high-net-worth clients and institutions; design investment portfolios and capital strategies, achieving a 25% year-on-year AUM growth.
