Xinping Ma
Manager
Hong Kong
Summary
Industrious portfolio analysis adept at identifying account discrepancies and drafting reports to demonstrate cash positioning and securities. Meets client objectives to cultivate client loyalty and foster continued company growth and success.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Manager
Ark Group Holdings (Hong Kong) Limited
05.2023 - Current
- Communicated market developments, portfolio changes, and quarterly/annually performance information to clients.
- Based on market changes, developed rebalancing strategies to reduce portfolio volatility.
- Developed rebalancing strategies to minimize risk exposures.
- Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
- Provide effective asset portfolio recommendations based on customer target return, and risk tolerance.
Relationship Manager, Banking Operations
Bank of Ningbo (Jiaxing Branch)
08.2021 - 04.2022
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.
- Improved client engagement strategies, leading to marked increase in client referrals and network expansion.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Internship Student
SavvyPro Education
07.2019 - 02.2021
- Conducted market research to identify target audiences and optimize marketing efforts.
- Participated in brainstorming sessions, contributing fresh ideas that led to innovative marketing initiatives.
- Enhanced social media engagement through regular posting and audience interaction.
- Assisted in the planning and execution of successful product launch events.
- Researched competitor trends and interpreted findings to report conclusions to supervisors.
- Facilitated collection and analysis of customer feedback to guide improvements in marketing strategies.
- Enhanced customer satisfaction by implementing efficient aftersales processes and timely followups.
Education
Master of Science - Investment Management
The Hong Kong Polytechnic University
Hong Kong 04.2001 -
Bachelor of Science - Mathematics And Statistics
Universtiy of Toronto
Toronto 04.2001 -
Certification
SAS - Statistical Business Analyst
Timeline
Manager
Ark Group Holdings (Hong Kong) Limited
05.2023 - Current
Relationship Manager, Banking Operations
Bank of Ningbo (Jiaxing Branch)
08.2021 - 04.2022
Internship Student
SavvyPro Education
07.2019 - 02.2021
Master of Science - Investment Management
The Hong Kong Polytechnic University
04.2001 -
Bachelor of Science - Mathematics And Statistics
Universtiy of Toronto
04.2001 -
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