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
