Productive and fun place to work.
Intern - Personal Finance Service Department (Former Employee) – Hong Kong, HKSAR – 17 April 2012
I worked as a student intern in the personal insurance department for Zurich Insurance Ltd. Hong Kong, where I led a team to participate in equity and debt capital markets negotiations including foreign issues proactively. The key performance indicator in the insurance company would be the number of valuable insurance policies sold to the customers at their needs. Therefore, in order to do that, I have performed profitability analysis of 38 Zurich Insurance stocks and bonds thoroughly to prioritize the importance of each security to meet the risk and return requirements from the clients.
More importantly, through the research on customer preferences and buying trends for insurance policies, I have developed the practical ability to appraise risks and adapted portfolios according to the market requirements. Specifically, I have assisted clients with wealth management and increased the tailor-made portfolio revenue by 4% for the first quarter through interactive communications.