Mona Wu

• Collaborate with BD team to host program kick-off meeting, introduce and present demo system for new clients’ onboarding
• Support clients to implement ESOP data on FUTU ESOP SaaS system, make user brochures and conduct user education to help clients acknowledge system logics and settle daily questioning points
• Analyze different ESOP schemes and business conditions, collaborate with product team for digital adjustment through platform iteration
• Provide solutions to help clients complete ESOP digital management from 0 to 1
• Regularly visit clients to collect feedback on product integration, strengthen business relationship for consistent subscription and cross sale.

• Collaborate with law firms to support start-ups and potential companies to establish/re-structure business in China and/or overseas
• Handle registration related to VIE of SAFE NO.37 Regulation, NO.7 Regulation, overseas direct investment, foreign direct investment, etc
• Maintain up-breathe of relevant policy and compliance
• Developed strong relationships with clients, fostering trust and ongoing communication regarding program progress.
• Familiar with CRM system on daily client and project management.

• To provide customized cloud data service based on demand analysis, ensure implementation of sales and technology
• Reason for leaving: Business downturn due to COVID-19; self-resigned.

Accountable for over 300 small and medium-sized enterprise customers, managed daily accounts operations (opening/modification/closing, etc.)

• Provide professional financial advices to their fund departments
• Support Senior Account Manager to manage over 20 key high-yielding companies (mostly A-share listed companies/new continent, original life)
• Drive deposit growth among commodity customers through electronic platforms (We-Chat official account/online banking)
• Managed import and export trade enterprises and promote active use of trade products (guarantee/discount/supply chain financing, etc.)
• Responsible for training new Associate members
• Achievements: Resolved challenging and complicated issues for key clients through thorough consideration of big picture; internal and external collaborations; demonstrated problem solving skills and result-oriented manner
• Engaged and enabled key clients experience to deepen client relationships
• Reason for leaving: Looking for career change to widen exposure, learn different competencies in Fin-tech industry.

• Participated in large and medium-sized bank-enterprise cooperation (5 MNCs), support and maintain renewal of loan projects, etc
• Participated in the implementation of investment, mergers and acquisitions flow loan projects (regular over RMB1 billion), promoted financing for leading enterprises such as Fosun Group and HTC, etc
• Assisted over 30 active enterprise customers to complete due diligence management of general savings account/free trade zone account
• Assisted the President to manage internal administrative affairs and business development, including but not limited to loan flow, cross border capital pool building (2-3 MNCs) financing products, and offshore/onshore business
• Achievements: Proactively worked on ad hoc issues to maintain company image and clients benefits
• Reason for leaving: Looking for career advancement in different industries.

• Explore potential business opportunities based on retail customers’ feedback and provide solutions
• Achievements: Monthly target reached over 70%
• The average performance rated top 30% in the department
• The personal best performance was TOP 2, which was
• Performance was recognized by the department manager and obtained internal transfer opportunity to join corporate business.