Phoebe Liu
Auckland,AUK
Summary
A results-driven finance professional with over seven years of experience in banking, financial operations, and account management. Adept at managing client relationships, streamlining operational processes, and delivering high-quality solutions. Holds an MBA with Merit from Massey University, bringing strong analytical, communication, and leadership skills. Fluent in English and Mandarin, offering cultural adaptability and excellent customer service.
Overview
7
7
years of professional experience
Work History
Audit Assistant
Beijing Zhongpingjian Audit Firm
10.2017 - 02.2021
- Conducted audits in line with rigorous auditing standards, assessing financial statements for accuracy and compliance.
- Prepared detailed audit reports for corporate clients, ensuring clear communication of findings to stakeholders.
- Identified risks and discrepancies, proposing actionable recommendations to improve financial processes.
Operations Associate
Industrial and Commercial Bank of China, ICBC
06.2014 - 09.2017
- Managed a diverse portfolio of QFII, QDII, RQFII clients from global markets, including HK, Singapore, and the US, ensuring seamless transaction execution.
- Processed and monitored securities transactions such as bonds and stocks, ensuring compliance with strict regulatory standards.
- Collaborated cross-functionally with internal teams to optimize fund management and settlement operations.
- Fostered strong client relationships by delivering tailored solutions and exceptional service.
Education
MBA -
Massey University
Auckland05-2023
Bachelor of Economics - International Economics & Trade
Capital University of Economics And Business
Beijing, China06.2014
Skills
- Advanced Microsoft Office Suite
- Financial Analysis & Reporting
- Customer Relationship Management
- Custody Management
- Multilingual Communication (English, Mandarin)
Languages
Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Referee
PROFESSOR DR DR JENS MUELLER
Massey University
j.mueller@massey.ac.nz
Timeline
Audit Assistant
Beijing Zhongpingjian Audit Firm
10.2017 - 02.2021
Operations Associate
Industrial and Commercial Bank of China, ICBC
06.2014 - 09.2017
MBA -
Massey University
Bachelor of Economics - International Economics & Trade
Capital University of Economics And Business
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