Ziying Lu
Auckland
Summary
Dynamic professional with extensive experience as Assistant General Manager at Guangzhou Shengchang Trading Co., Ltd., excelling in staff management and operations. Proven track record in enhancing customer satisfaction and ensuring financial compliance. Skilled in cash flow management and adept at developing tailored investment strategies for high-net-worth clients in previous roles.
Overview
2
2
years of professional experience
Work History
Assistant General Manager
Guangzhou Shengchang Trading Co., Ltd.
02.2023 - 10.2023
- Motivated, trained, and disciplined employees to maximize performance.
- Assist the General Manager in handling daily affairs and coordinating work across departments.
- Follow up on contracts, invoices, and purchase orders to ensure financial compliance.
- Handle other tasks assigned by the General Manager, such as government affairs and company annual inspections.
- Increased customer satisfaction by addressing and resolving concerns in a timely manner.
Investment Consultant
Cherami Investment Group
01.2022 - 07.2022
- Actively participated in fundraising for equity investment projects, including GAC Aion and other corporate funding initiatives.
- Specialized in high-net-worth client services, tailoring investment strategies to individual client needs.
- Acquired knowledge in the three major sectors of equity investment (New Energy, Semiconductor, and Healthcare), demonstrating strong market research and financial analysis skills.
- Increased client satisfaction by providing personalized investment strategies and financial planning advice.
- Provided comprehensive market insights to clients, enabling them to make informed investment choices amid market fluctuations.
Education
Master of Business Management - Business Management
Auckland University of Technology
Auckland, NZ03-2025
Bachelor of Commerce - Accounting And Finance
University of Auckland
Auckland, NZ05-2022
Skills
- Staff management
- Operations management
- Staff development
- Account reconciliation
- Invoice balancing
- Cash flow management
Languages
Chinese
English
Timeline
Assistant General Manager
Guangzhou Shengchang Trading Co., Ltd.
02.2023 - 10.2023
Investment Consultant
Cherami Investment Group
01.2022 - 07.2022
Master of Business Management - Business Management
Auckland University of Technology
Bachelor of Commerce - Accounting And Finance
University of Auckland
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