Chengyu WANG
Finance & Human Resources Management
Shenzhen
Summary
Experienced Wealth Management Advisor, Human Resources Manager and Accountant with over 10 years of experience in Finance and Accounting. Excellent reputation for resolving problems and improving customer satisfaction. Organised and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
15
15
years of professional experience
4
4
years of post-secondary education
Work History
Senior Wealth Management Advisor
FTLife Insurance Company Limited
05.2018 - Current
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Built relationships with clients through financial analysis skills to provide excellent service.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support work.
- Be responsible for product training as mentor.
Accountant
Tesson Holdings Limited (1201.HK)
07.2016 - 02.2018
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Liaise between multiple departments to collect annual data and corporate with external auditors for generating ESG report.
- Travel to mainland China subsidiaries for financial reporting issues.
Human Resources Manager
Hong Kong Net TV Limited
12.2013 - 06.2016
- Evaluated training program success and presented strategic improvement recommendations to upper management.
- Maintained payroll and benefits for employees in various locations and diminished financial discrepancies through expert program management.
- Structured compensation and benefits according to market conditions and budget demands.
- Recruited top talent to maximize profitability.
- Worked as effective team member while contributing to local and regional HR projects.
- Maintained current knowledge of immigration laws and guided company non-Hong Kong applicants through processes of obtaining visas.
Financial & Administrative Assistant
Hong Kong Percussion Centre
05.2012 - 11.2013
- Support daily administration work.
- Provided excellent customer service by efficiently resolving issues and responding to inquiries.
Assistant to the CEO (Internship)
Beijing Ruifeng I&M Co., Limited
06.2010 - 07.2010
Accounting Assistant (Internship)
Bils Workshop Limited
06.2009 - 07.2009
Education
Bachelor Of Business Administration - Accounting
Hong Kong Baptist University
Hong Kong 09.2007 - 06.2011
Skills
Insurance Intermediaries Qualifying Examination- Paper I: Principles & Practice of Insurance
Insurance Intermediaries Qualifying Examination- Paper III: Long Term Insurance
Insurance Intermediaries Qualifying Examination- Paper V: Investment-linked Long Term Insurance
Mandatory Provident Fund Scheme Examination- Paper MPF: MPF
Timeline
Senior Wealth Management Advisor
FTLife Insurance Company Limited
05.2018 - Current
Accountant
Tesson Holdings Limited (1201.HK)
07.2016 - 02.2018
Human Resources Manager
Hong Kong Net TV Limited
12.2013 - 06.2016
Financial & Administrative Assistant
Hong Kong Percussion Centre
05.2012 - 11.2013
Assistant to the CEO (Internship)
Beijing Ruifeng I&M Co., Limited
06.2010 - 07.2010
Accounting Assistant (Internship)
Bils Workshop Limited
06.2009 - 07.2009
Bachelor Of Business Administration - Accounting
Hong Kong Baptist University
09.2007 - 06.2011
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