Jiayi Gao

Supported the Private Banking team in client servicing, KYC and onboarding processes, and daily operational activities while gaining exposure to wealth management and private banking operations.

Gained practical exposure to private banking operations, including client onboarding, account services, and payment processing. Learned KYC, CDD, and AML procedures to identify financial crime risks, while gaining an overview of commercial banking products and corporate banking operations.

Coursework includes Microeconomics, Macroeconomics, Statistics, Financial Accounting, and Introduction to Finance, providing a strong foundation in economic analysis, quantitative methods, and financial principles.

Completed coursework in Financial Management and Macroeconomics through the Harvard Secondary School Program. Developed a foundation in corporate finance, financial decision-making, macroeconomic analysis, and economic policy. Enhanced analytical, problem-solving, and quantitative reasoning skills through coursework and class discussions.