Shuting Li

Engaged with high-net-worth clients to understand their asset allocation needs and wealth succession goals, assisting in the development of customized family trust solutions Facilitated the entire trust establishment process for high-net-worth clients, including document collection, account opening, and contract execution, ensuring efficient client experience Monitored trust project operations for high-net-worth clients on a regular basis, providing timely updates on income distribution and asset changes to maintain long-term client relationships

Trust Operations Intern at Minmetals Trust Family Office (2024-09 – 2025-02)

• Engaged with high-net-worth clients to understand their asset allocation needs and wealth succession goals, assisting in the development of customized family trust solutions
• Facilitated the entire trust establishment process for high-net-worth clients, including document collection, account opening, and contract execution, ensuring efficient client experience
• Monitored trust project operations for high-net-worth clients on a regular basis, providing timely updates on income distribution and asset changes to maintain long-term client relationships
• Supported trust managers in delivering value-added services to high-net-worth clients, coordinating tax planning, asset isolation, and succession structure design

Valuation Intern at China United Assets Appraisal Group (2024-03 – 2024-07)

• Participated in pre-restructuring asset valuation projects, assisting on-site managers in collecting and organizing valuation data for key subsidiaries, and analyzing corporate asset structures and financial conditions
• Conducted in-depth communication with corporate clients, assessed subsidiary operational status, completed comprehensive asset inventories, and participated in market value assessments to support restructuring proposals
• Assisted in expanding corporate client resources, participating in initial outreach and needs assessment for potential clients, and providing preliminary service proposals

Institutional Sales Intern at Guosen Securities (2023-08 – 2023-12)

• Assisted analysts in conducting automotive and textile/apparel industry research, analyzing industry development trends and key company operational data to extract investment insights
• Consolidated latest industry research reports and assisted the sales team in presenting investment views to institutional clients, driving client acquisition and relationship management
• Supported roadshows and investment research service events, relaying institutional client research needs to analysts to help deepen client relationships

Project Management Intern at Xinjiang Urban Planning & Design Institute (2023-01 – 2023-06)

• Prepared budgets based on project plans, tracked cost expenditures, and promptly addressed cost overruns to ensure effective cost control
• Categorized and analyzed cost and profit trends, developing timely cost optimization strategies
• Evaluated project performance based on cost and profit analysis reports, covering ROI, cost-benefit analysis, and market share metrics, providing decision-making support for subsequent projects

MA in International Cultural Heritage Management – Durham University (2025-08 – 2026-09)

Bachelor of Management in Accounting – Nanjing Audit University (2018-09 – 2022-06)