HSBC

Covering China and Taiwan global private banking clients, multi-asset class

Investment Counsellor

United People Global

Champion

Epic Angels

Angel Investor

Global Climate Innovation Center

Member

HKTLA香港台灣婦女協會

Media Manager

Taiwanese in Central (TIC)

Private member community for collaboration, mutual support and fun

Public Relations

July 2013 - May 2015
Wealth Management Analyst 
Internship / Rotation Program
- UHNW Sales Management
- Business Management, Project Management
- Client Development
- Institutional Solutions Group
- Investment Product and Solutions, Equities and Structured Products

May 2015 - Nov 2019 
Client Account Manager 
Ultra High Net Worth China 

Nov 2019 - Nov 2021
Client Advisor
Wealth Management Associate Program
- May 2021 passed WM Diploma Certification

Wealth Management Client Advisor

The Boston Consulting Group

	Researched into client firm’s organizational structure, probed and interpreted similar cases, participated in meetings, conceptualized relevant information, offered insights and shaped optimum solutions 
	Elaborated frameworks into presentation materials, and developed financial and regulations models
	Performed industry research, identified new market opportunities and originated management strategies

Part-time Assistant

Morgan Stanley

	On an international M&A and a GDR deal team, and held master of in-depth presentation materials
	Constructed 5+ financial models of specific industries and companies, analyzed market information, appraised company value, projected and forecasted trends, dialed in international and on-site meetings

Investment Banking Division Summer Analyst

AIESEC NTLC

	Corresponded and networked with global AIESECers on formulating volunteer openings, multitasked
	Executed market research, strategized promotions, directed interviews/inductions and designed events

Team leader/Manager

Private banking industry in Hong Kong over a decade, straight-A finance academic nerd. 
Concerned with Women empowerment, workplace gender equality. Idealist. 

Forbes International Leader.
Personal interview on Elle https://www.ellechina.com/beauty/beauty-news/a62876124/girl-power/
Featured on Cosmopolitan https://www.cosmopolitancn.com/fashion/detail/38684
Featured on Marie Claire http://www.mcchina.com/life/health/20241120-126584.shtml

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Jasmine Yin's Linkedin Analytics