Marketer

Executed a diverse range of banking projects including syndicated loans, trade finance, and M&A cash custody services covering aircraft leasing, manufacturing, and semi-conductor industries.  Strengthened relationships with over 15 large corporate clients in the GBA and international markets, identifying cross-selling opportunities including fixed deposits, structured deposits, and IPO placement services.  Independently led marketing efforts for two municipal investment companies, successfully establishing a cash management pool exceeding USD 100 million.

Participated in 3 Hong Kong IPO underwriting projects as an OC and JBR, taking charge of international placement book-building and hosting 4 non-deal roadshows attended by over 20 professional investors. Prepared essential project promotion documents including CMI agreements, POA, and placing arrangements; independently drafted 2 teasers for ongoing transactions. Assisted the team in engaging new potential clients and successfully developed one additional financial investor partner, contributing to business development efforts.

Participated in a project relating to a Fortune 500 company from Korea and investigated into the auto mobile industry. Prepared the material and held an information session about Zhejiang's business environment independently with 20 participants. Participated in producing collaborative business scenario, responsible for preparing written documents and slides.