Dyan Ma
Summary
Bilingual finance professional with expertise in Australian institutions and a deep understanding of the China market. Consistently exceeded sales quotas by an average of 15%. Proven track record in designing cross-border payment solutions, conducting financial derivatives trading and analysis, and managing relationships with private equity investors. Effective communication of complex investment theses to Mandarin-speaking high-net-worth clients. Experienced in managing the entire fund lifecycle, from capital raising to exit. Committed to leveraging dual-cultural fluency to drive APAC market expansion.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Executive
MAI Capital Management
02.2024 - 12.2024
- Advised Chinese HNWIs on AUD commercial property investment, facilitating several large-scale product launch seminars and Property bus tour
- Increased HNWIs client base by identifying new business opportunities and cultivating strong relationships with key decision makers
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Represented company and promoted products at conferences and industry events.
- Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
- Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion.
Affiliate Relations Manager
Prospero Market
09.2020 - 10.2023
- Negotiated and Managed over $3M client portfolio with 100% KYC compliance record
- Implemented CRM automation reducing client onboarding time less than 3 business days
- Cultivated strong industry relationships, expanding business networks and partnerships.
- Developed and implemented comprehensive business strategies to drive revenue growth.
- Influenced policy development, aligning organizational practices with regulatory requirements.
New Business Development Manager
Crown Forex
06.2020 - 11.2023
- Developed RMB settlement solution for 30+ Chinese SMEs, reducing transaction costs by 18%
- Acquired more than 300 corporate and individual clients, including Lawyer, immigration agents, brokers, real estate sales, and fund management companies, offering global currency exchange risk management solutions
- Co-developed "Smart Investor" seminar series attracting 50+ HNW attendees
- Delivered AU$6M spot FX turnover monthly
- Conducted quarterly macroeconomic briefings with 92% client retention rate
- Delivered engaging presentations at conferences, promoting the company''s products or services to a wider audience and generating leads
Retention Account Manager
Vantage FX Pty Ltd
08.2019 - 03.2020
- Effectively managed a high volume of client accounts while maintaining excellent communication standards, resulting in a solid reputation as a trusted advisor in the organization.
- Co-designed investor education webinar series with 85% satisfaction rate
- Identify business opportunities, potential clients and VIP customers and negotiate in order to create a profitable account
- Provided exceptional support during onboarding processes for new clients, facilitating smooth transitions into the company''s services ecosystem.
- Ensure an adequate communication system and clients satisfaction with regards to their needs and interests, providing sales representation
- Assisted in training new employees on best practices in retention account management techniques contributing towards their rapid productivity increase.
Luxury Sales Associate
Max Mara Collins
09.2019 - 01.2020
- Provided exceptional customer service experience by greeting, listening, and assisting customers in exceeding their needs, demonstrating an excellent knowledge of the products
- Ensured the achievement and excess of individual and store goals, enhancing and developing the business on track for topseller, exceed YTD sale budget for 120%
- Handled high-end transactions with accuracy and discretion, maintaining strict confidentiality for clientele.
- Foster open and constructive communication with team members, being always collaborative, and proposing effective solutions
- Contributed to managing the visual display of the products in accordance with visual standards and ensured store functional maintenance and appropriate levels of products on the sales floor
Marketing & Sales Intern
Vantage FX Pty Ltd
11.2018 - 07.2019
- Created and proofread PowerPoint presentations for top-level company executives
- Scheduled board meetings and took care of support administrative functions
Professional Year Placement Intern
11.2017 - 02.2018
- Actively approach potential clients by phone calls and face to face consulting
- Curriculum advertising through online and offline activities
- Composed, revised and arrange a personal study plan
- In charge of the after-sales problem
Education
ASIC Compliance Course - Tier 1 Compliance Solution - Derivatives, Foreign Exchange and Generic Knowledge
Kaplan Professional
Melbourne, AUBachelor of International Business -
Monash University
Melbourne, Australia01.2019
Skills
- Derivative Market Analysis
- Private Equity Fundraising
- Networking strength
- Relationship management
- Cross-Border Sales Experience
- Regulatory Compliance Management
- Account oversight
- Adaptable Learner
- Impeccable organizational skills
- Collaborative Problem Solving
- Effective Conflict Resolution
- Client Database Administration
- B2C Market Development Strategies
Certificates And Courses
Regulatory Guide 146 Licensing: Training of financial product advisers (RG146)
Certification
RG146 Compliance
Languages
Chinese
Native or Bilingual
English
Professional Working
Timeline
Client Executive
MAI Capital Management
02.2024 - 12.2024
Affiliate Relations Manager
Prospero Market
09.2020 - 10.2023
New Business Development Manager
Crown Forex
06.2020 - 11.2023
Luxury Sales Associate
Max Mara Collins
09.2019 - 01.2020
Retention Account Manager
Vantage FX Pty Ltd
08.2019 - 03.2020
Marketing & Sales Intern
Vantage FX Pty Ltd
11.2018 - 07.2019
Professional Year Placement Intern
11.2017 - 02.2018
Bachelor of International Business -
Monash University
ASIC Compliance Course - Tier 1 Compliance Solution - Derivatives, Foreign Exchange and Generic Knowledge
Kaplan Professional
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