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YIFAN GU

YIFAN GU

Administrative Assistant
HongKong

Summary

A graduate in Financial and Asia-Pacific Economic Studies from the University of British Columbia, combining international perspective with financial expertise. Demonstrated precise client needs insight and complex transaction proficiency in Dubai real estate sales, excelling in integrating financial tools into sales scenarios. Enhanced team efficiency through systematic management in prior roles, cultivating acute market awareness and risk control capabilities. Exceptional communicator skilled at coordinating cross-functional resources under high-pressure environments; led RMB 3M+ cross-border asset allocation projects. Familiar with insurance industry operations; adept at rapidly mastering product knowledge to craft client solutions. Proficient in office software and data visualization tools for optimizing workflows and supporting administrative/business decisions. Meticulous, detail-oriented, and highly execution-focused. Approved for Hong Kong’s Top Talent Pass Scheme (Category B) in February 2025; passed insurance intermediary licensing exams: P1 (Insurance Principles and Practice) and P3 (Long-term Insurance).

Overview

5
5
years of professional experience
4
4
years of post-secondary education

Work History

Administrative Assistant

Global Finance Limited
05.2025 - Current
  • Company Overview: Company Secretarial Services Handling Hong Kong company registration, annual renewals, business modifications, and review of tax returns. Insurance Services Analyzing new insurance products from leading Hong Kong insurers and preparing customized proposals. Immigration Services Managing applications for the Top Talent Pass Scheme (TTPS), conducting eligibility assessments, and providing tailored guidance.

Dubai Real Estate Sales

Xinjiang Zhonghaiwan Trading Co., Ltd.
01.2024 - 02.2025
  • Client Development & Needs Analysis: Identified high-net-worth clients through online/offline channels; deeply analyzed asset allocation needs; delivered customized overseas property investment solutions.
  • Product Strategy Formulation: Designed portfolio solutions integrating ROI analysis and exchange rate risk hedging based on Dubai market dynamics, facilitating an average of 3 overseas property transactions annually.
  • End-to-End Service Management: Oversaw full-cycle services from client qualification review, property viewings, cross-border transactions to post-sale property management, achieving 98% client satisfaction.
  • Compliance & Risk Control: Rigorously verified client fund sources to ensure CRS compliance; assisted in completing RMB 3M+ asset allocation projects.

Partner / Sales

Urumqi Hequanjiangsheng Trading Co., Ltd.
09.2020 - 07.2024
  • Business Model Innovation: Built an integrated 'car leasing + tourism finance' service system; designed vehicle installment leasing plans, driving 30% YoY business growth.
  • Risk Management: Established a client credit assessment model to maintain bad debt rate below 0.5%; designed lease contract performance insurance solutions.
  • Data-Driven Decision-Making: Developed a sales BI system; optimized pricing strategies through data analysis, increasing peak-season occupancy rate to 92%.

Education

Bachelor of Arts - Financial and Asia-Pacific Economic Studies

University of British Columbia
Canada
04.2015 - 05.2019

Personal Information

  • Age: 29
  • Date of Birth: 10/28/95

Timeline

Administrative Assistant

Global Finance Limited
05.2025 - Current

Dubai Real Estate Sales

Xinjiang Zhonghaiwan Trading Co., Ltd.
01.2024 - 02.2025

Partner / Sales

Urumqi Hequanjiangsheng Trading Co., Ltd.
09.2020 - 07.2024

Bachelor of Arts - Financial and Asia-Pacific Economic Studies

University of British Columbia
04.2015 - 05.2019

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YIFAN GUAdministrative Assistant