Printing tool Download PDF

Personal Statement

Knowledgeable Margin Dealer well-versed in buying and selling Equity and derivative products. In-depth understanding of risk factors and strategic plans. Offering 3 years of experience and seeking a growth-oriented position.

Work experience

Aug 2016Now

Margin Dealer

KVB Kunlun New Zealand Limited
  • FX Spot & CFD Proprietary Trading for major G7 currencies and commodities ;
  • Take positions (G7 currencies, Spot gold, silver, crude oil and index) from clients' orders viaonline trading platform and phone;
  • Monitor margin level and trading limit of company's account in banks/brokers.
Dec 2015Feb 2016

Equity Analyst Intern

China Universal Asset Management Co., Ltd.
  • Analyzed publicly traded company;
  • valued securities and intangible assets;
  • recommended opportunities that would structure capital so as to maximize value;
  • Showcased recommendations in advanced PowerPoint presentation and handouts.
Dec 2012 Jan 2013


Guotai Junan Securities
  • Performed general office duties and administrative tasks;
  • Prepared weekly financial reports for presentation to management;
  • Managed the internal and external mail functions;
  • Customer Service-consulting with the investor.



- Chinese(Mandarin)                                                                  - Trading equities & derivatives

- Data analysis                                                                              - Foreign Exchange (FX) Trading