YINGYI WEI
Sydney,NSW
Summary
Motivated professional with a track record of efficiently managing multiple projects simultaneously. Demonstrates strong work ethic and adaptability in dynamic environments. Exceptional interpersonal skills facilitate effective collaboration and communication. Quick learner with proven ability to master new skills independently.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Institutional Business
YUEKAI SECURITIES LTD. CO
Shenzhen, China
07.2024 - 05.2025
- Mainly engaged in soliciting and servicing institutional clients, and responsible for the development and maintenance of brokerage business and custody asset business for institutional clients such as private equity funds and asset management.
Financial Planner
EVERBRIGHT SECURITIES LTD. CO
Shenzhen, China
04.2022 - 06.2024
- In response to financial needs, aim to preserve and enhance customer assets: strengthen our efforts to maintain existing customers and provide excellent service; collaborate with banks to jointly expand the market, with an emphasis on attracting new customers; provide customers with financial products to meet their financial needs.
- Achievement: 2023 Fortune Star; Achieve TOP 20 in opening new accounts (3rd Quarter of 2022)
Administrator
EVERBRIGHT SECURITIES LTD. CO
Shenzhen, China
05.2020 - 04.2022
- Daily Operation: responsible for the budget management including managing the marketing incentive cost of personnel and the procurement of external suppliers of materials; reasonably controlling the cost expenditure according to the budget, the distribution of holiday benefits, and the planning activities; responsible for monthly financial report analysis, salary management, performance appraisal and tax filing; responsible for the personnel contract renewal, qualification application and resignation cancellation.
- Counter: responsible for the basic counter business, including account opening, trading issues, new share lottery, commission adjustment, and daily mark-to-market pledge to control risks.
ERP consultant
YONYOU
Singapore, Singapore
12.2019 - 03.2020
- Provide support and consulting services, and formulate and implement ERP system according to customer needs；Participate in two projects:
- Weichai Singapore project: implement the cost management module of NC system and go online within the time required by customers; documentation of implementation process; establish problem files to solve customer problems; Manage customer relationships and meet customer expectations;
- Shanghai Pudong Development Bank Singapore Project: establish a customer demand report file; analyze the customer demand; Cooperate with the project manager to make the project implementation plan and optimize the process.
Education
Master of Commerce - Business Analytics
The University of New South Wales
Sydney, NSW09-2026
Bachelor of Commerce - Finance
The University of Queensland
Brisbane12.2018
Diploma of International Logistic and Supply Chain Management -
Ngee Ann Polytechnic
Singapore05.2017
Skills
- Financial analysis
- Customer relationship management
- Problem solving
- Effective communication
- Microsoft Word
- Customer service
- Microsoft office
- Communication
- Multitasking
Certification
- CFA Level 1
- ACCA
Extra Curricular Experience
2018 Taiwan Festival, 02/01/18 - 31/10/18, organizer
Planned the entire process of the festival, undertook venue planning, equipment leasing, and logistics materials, sourced 39 food vendors and negotiated contracts, with over 10,000 attendees on the field, proposed software to be used as a communication tool, which improved the team's efficiency by 20%
Languages
English
Professional
Chinese (Mandarin)
Professional
Timeline
Institutional Business
YUEKAI SECURITIES LTD. CO
07.2024 - 05.2025
Financial Planner
EVERBRIGHT SECURITIES LTD. CO
04.2022 - 06.2024
Administrator
EVERBRIGHT SECURITIES LTD. CO
05.2020 - 04.2022
ERP consultant
YONYOU
12.2019 - 03.2020
Master of Commerce - Business Analytics
The University of New South Wales
Bachelor of Commerce - Finance
The University of Queensland
Diploma of International Logistic and Supply Chain Management -
Ngee Ann Polytechnic
Similar Profiles
Harsh DhuwaliHarsh Dhuwali
Equity and Finance Development Intern at Kesar Securities, Ventura SecuritiesEquity and Finance Development Intern at Kesar Securities, Ventura Securities
JULIO CESAR CARRERA MONTOYAJULIO CESAR CARRERA MONTOYA
Concierge at BCI securities (joined through KMA securities)Concierge at BCI securities (joined through KMA securities)
Sonal RhodeSonal Rhode
Assistant Manager at Indian infoline securities securities (IIFL)Assistant Manager at Indian infoline securities securities (IIFL)
Josh S. GlendinningJosh S. Glendinning
Conference Sales Executive at Crowne Plaza Macquarie Park (Formerly Courtyard by Marriott)Conference Sales Executive at Crowne Plaza Macquarie Park (Formerly Courtyard by Marriott)
Bao Long (Andy) LieuBao Long (Andy) Lieu
HR Administrator at Crawford and Company (Australia)HR Administrator at Crawford and Company (Australia)