Qisong Xie
Sydney,NSW
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
4
4
years of professional experience
Work History
Co-founder
Laibin The Fifth Quadrant P&F Design Studio (pnfst
01.2021 - Current
- In charge of daily e-commerce operations, quarterly product catalogs and financial reports, supervised collaboration of departments.
- Evaluated market trends to identify emerging opportunities and inform strategic decision making.
- Conducted target market research to scope out industry competition and identify advantageous trends.
Financial Advisor & Analyst
Shanghai Diye Asset Management Co., Ltd.
01.2021 - 08.2022
- Delivered financial advisory services to high-net-worth clients, specialising in government bond investment products.
- Conducted in-depth analyses of the financial health of government platform companies to inform product strategy and investment decisions.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Master of Commerce - Finance And Data Analytics
The University of Sydney
Sydney 11-2025
Bachelor of Commerce - Finance And Professional Accounting(Program)
The University of Sydney
Sydney, NSW11-2023
Skills
- Business development
- Strategic partnerships Strategic visioning
- Customer relations
- Market analysis Financial acumen
- Clear communication Networking strategies
- Data analysis
- Microsoft Word Excel Powerpoint ChatGPT & DALLE
- Python
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Co-founder
Laibin The Fifth Quadrant P&F Design Studio (pnfst
01.2021 - Current
Financial Advisor & Analyst
Shanghai Diye Asset Management Co., Ltd.
01.2021 - 08.2022
Master of Commerce - Finance And Data Analytics
The University of Sydney
Bachelor of Commerce - Finance And Professional Accounting(Program)
The University of Sydney
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