
Zhang
Manager
Female37 y/oFinancial AdvisorLive in ChinaNationality China
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Work experience
Manager
EY (China) Consulting Co., Ltd.2018.07-2024.10(6 years)- Provided financial risk management and internal control consulting services to clients, focusing on identifying business and management risks and helping clients optimize their risk management processes. - Designed and successfully implemented an internal control evaluation model that integrated internal control and risk assessment, enhancing clients' risk response capabilities. - Led and executed internal audit projects, significantly improving corporate operational compliance and risk control capabilities through precise risk identification and control optimization. - Utilized data analysis tools for auditing and investigation work, offering data-driven insights and recommendations to improve review efficiency.Assistant Branch Manager
China Construction Bank Tianjin Branch2011.07-2018.07(7 years)- Successfully expanded and maintained multiple high-net-worth clients through precise customer demand analysis and customized service plans, driving branch business growth and increasing annual customer asset size by 158%. - Participated in the design and optimization of corporate business approval processes and key points, improving approval efficiency and reducing average approval time by nearly ten working days. - Conducted preliminary reviews of application materials based on annual business distribution and development strategies, and provided preliminary opinions from a risk control and compliance perspective.
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Chinese (Mandarin)
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