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Hello
I'm Stanley B.W. Wong

Investment Banker

I have obtained rich experience and various skills in program management and coordination during my past 2 years serving for the hcia & co as campus partner between Hong Kong and Beijing. I believe, would be an ideal match for this position as an officer.

CV in ENG   CV in CHN

Work skills

ENG Report Writting

 

Case Analyst

 

Business Speech

project management

 

leadership

 

Globalization

My Education

2016-Present
University of International Business and Economics
Dual Major, Economics and English,Expected July 2019 - 3.5/4 GPA, Top 20%

Major Courses: Corporate Finance, Accounting, Monetary and Banking

2018.1
Oversea Study Tour (2 weeks)
Harvard / Wharton / Columbia / Yale

Major Courses: Corporate Finance, Accounting, Monetary and Banking, Top 20%

2017.7
The University of Hong Kong
short term program organized by the China Affair Office of HKU

Program Sponsored by the UIBE Student Office, selection ratio15/500 Representative Courses: Leadership in the Knowledge Economy, Marketing Research and Strategy, Studies on International Business Strategic Planning.

Portfolio

Project Experience

Short Term Analysis Project at Morgan Stanley
jan 2018, New York
01

-Received intensive training by the First-VP of Morgan Stanley, including Equity Invest Fixed Income Invest, Consulting Group Capabilities, Investment Risk & EB5 Immigration Investment.
-Received a high praise for making a wealth management presentation to wealth management team including the first vice president by conducting product proposal with cross functions team such as Sales team and Product Team.

 
 
Short Term Market Research at MassMutual
jun 2017, Hong Kong
02

-Responsible cross-function analysis, China market potential evaluation, potential customer cluster analysis, qualitative interview, and competitor evaluation.
- Awarded the best performance prize by making a product launch presentation to district manager, by conducting the customer questionnaire, reflecting market dynamics.

 
 
Associate Partner at HCIA & Company
jan-jul 2017, Beijing
03

-Designed the branding strategy for the AXA Hong Kong Business Immersion Program, include the program website, program brochure, posters and social media platform (WeChat / weibo).
- Marketing & Sales Campus Partner in UIBE, influenced more than 2,000 potential clients and successfully selling company overseas project to 53 clients, with 1.11 million RMB Sale Revenue.
-Selected to participate the HCIA Oversea Congress in Singapore 2018, selection Ratio 50/1200 (ranking top ten Sales Revenue).

 
 
Top 3rd Finalist Team Captain at Global Social Entrepreneurial Competition
jan 2018, Harvard
04

-Led a team to makes a business proposal for US social enterprise, by making market strategy and financial performance evaluation.
-As Team Captain of The Behavioral Insight Team, led the 10-person team to win the competition (8 teams) out of 80 participants, making very solid market analysis and inspirational presentation, getting the second prize.

 
 
Champion Team co-leader at the case competition
jul 2017, the University of Hong Kong
05

-The Case 2017 is for LVMH UK Market, cased provide by the Case Center of Harvard Business School.
-Led a 10-member team to win Champion of the case competition from HK, Macao and Mainland China.
-In charge of Hypothesis-driven problem solving, MECE Issue Tree Modeling, Sanity Check, Storyline writing and team member cooperation.

 
 
Project Manager at the volunteer& Programs
2017-2018, New York & Beijing
06

-Redesigned and promoted the volunteer& projects include: Chernobyl Children Project in Ukraine, Mother Teresa Home for the Dying in Kolkata, Afghanistan Refugee Camp, and Wenchang China, more than 20 thousands visiting my promotion webpage.
-Vice President of the Organizing Committee of the Charity Auction in New York, in charge of the Public Relations, and raised $4100 for the UNHRC in Winner of 2018.
-Promoted UNHRC as the Campus Ambassador of "volunteer&" organization, more than 500 students signed up.

References

Joseph Zheng

Director, MassMutual

Stanley knows the business. He is most often the last one there at night and most important tremendously enjoyable to work with.

T.C Wu

CEO, HCIA & Company

Stanley is a great guy and really gets it! As an entrepreneur to be able to find a investor that see's it the same way as you do is rare.

My Interest

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王博文

投资银行求职者

在过去的两年中,我当任斯雅公司校园合伙人,并创造了120万业绩。我参与斯雅志愿者活动,并担任项目经理,负责完善整个活动的市场、宣传及网站设计。我相信,我是理想的选择。

英文简历   中文简历

工作技能

英文报告书写

 

案例分析

 

商业演讲

项目管理

 

领导管理

 

全球化思维

教育背景

2016-至今
对外经济贸易大学
双专业,经济学和英语,预计2019年7月毕业 - 绩点3.5/4,年级前20%

主要课程:公司财务,会计,货币和银行

2018.1
耶鲁大学 / 沃顿商学院 / 哥伦比亚大学
短期海外学习课程,成绩前 20%

主要课程: 国际谈判技巧,现代管理学,危机管理,美国金融体系概况,美国社会企业概况

2017.7
香港大学
由香港大学中国事务办公室组织的短期课程

课程由UIBE学生办公室赞助,选拔比例15/500代表性课程:知识经济领导力,市场研究与战略,国际商业战略规划研究。

我的工作报告

社会实践经验

摩根士丹利
资产管理部 / 短期培训生, 2018年1月,纽约
01

-接受摩根斯坦利第一副总裁企业入职培训,包括公司概况、风险管理、固定收益投资、市场演说技巧等
- 筛选分析调查问卷超过100个潜在客户背景数据(包括个人资产、性别、消费爱好等),做出统计分析,并给财富管理部给出开拓亚洲市场的建议
- 通过与销售部门和产品部门的跨部门合作,分析现有的信息和数据,制作未来的产品计划,成功向销售管理团队及副总裁进行演说,在八组队伍里获得第二名。

 
 
美国万通金融集团
销售部 / 短期培训生,2017年6月,香港
02

-接受美国万通金融集团香港区域总监销售入职培训,包括财富管理、销售技巧、客户背景分析
- 跟踪产业与市场动态,跨部门采集信息,包括中国大陆市场潜力分析、潜在客户群分析、定性访谈、竞争对手分析,并进行资料总结,撰写完整商业策划书,为企业提供决策支持
- 向公司区域总监做产品发布会演说,数据问卷范围全面, 能反映市场动态,因此并获得最佳表现奖。

 
 
斯雅公司
市场及品牌部 / 校园合伙人, 2017年1月 - 7月,北京
03

-为全球最大的保险公司(AXA)重新设计校园商业体验项目,包括项目网站、宣传册、海报、社交互动平台的设计和宣传推广(包括微博、微信平台推广)
- 担任斯雅公司校园合伙人,策划最值高校宣讲会,上座率达80%以上,免费培训学生超过2000人,成功营销53人参加收费项目,总营业额达到111.3万。
- 参与斯雅公司新加坡海外年会,入选比例: 50 / 1200(入选要求销售业绩前十名学校)。

 
 
"GSEC"国际社会企业创业比赛
比赛团队队长, 2018年1月,哈佛
04

- 带领来自北京、上海和香港的学生完成美国社会企业创业计划书,美国国际社会企业创业比赛中负责市场策略分析及财务表制作
- 担任“The Behavioral Insight Team”队长,带领10人团队,通过丰富的调查分析、专业的创业计划书,及专业财务报表,并在最后比赛的8只队伍中通过富有表现力的演讲在最后的决赛中排名第二。

 
 
“the case”商业案例比赛
2017年7月,香港大学
05

-案例题目为: LVMH集团的英国市场案例,哈佛商学院案例中心提供
- 带领10人团队在最后的8个来自中国内地、香港、澳门的决赛比赛中排名第一
- 协调团队队员合作并且负责对商业案例作出预判、拟清商业案例假设、分析树模型、及制作PPT模型。

 
 
"volunteer&" 慈善组织
志愿者, 2017-2018,纽约和北京
06

-重新设计项目网站、宣传册、海报、社交媒体等宣传内容包括: 乌克兰切尔诺贝利儿童志愿项目、加尔各答德兰修女垂死之家志愿项目、阿富汗难民营志愿项目、汶川志愿项目,累计超过2万人浏览本校网页
- 纽约慈善拍卖会执行委员会副主席,主要负责执行慈善拍卖的公共工作,慈善拍卖会在2018年累计筹款4100美元, 并全数捐赠给联合国难民署
- "volunteer&" 慈善组织对外经贸大学校园大使,推广volunteer&志愿活动及联合国难民署活动,超过500签名支持活动。

推荐人

Joseph Zheng

Director, MassMutual

Stanley knows the business. He is most often the last one there at night and most important tremendously enjoyable to work with.

T.C Wu

CEO, hcia&co.,

Stanley is a great guy and really gets it! As an entrepreneur to be able to find a investor that see's it the same way as you do is rare.

我的兴趣

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