Judy Xuan Liu

Deputy Director of Marketing And Product

Country

Hong Kong SAR

City

Central & Western District

Industry

Financial Services

Skill

Customer Relationship Management (CRM), Wealth Management Services, Funding, Sales Execution, Mandarin, Leveraging Strategic Partnerships, Business, Client Onboarding, Fundraising, Consulting, Client Relations, Working with Investors, Public Relations, Research, Financial Planning, Business Valuation, Modeling, Capital Markets, Investments, Finance

Experience

Deputy Director of Marketing And Product

New China Asset Management ( Hong Kong）

2015-12 - Present · 10 yrs 10 mos

Business Development and Fund Raising：deeply involved in establishing and developing the company's client asset management business from scratch. Primarily responsible for fundraising, funds/products setup, and full-cycle management, with peak client assets under management. Diverse Client Base：Developed and sustained relationships with clients, including Hong Kong-based Chinese institutions/investment platforms, listed companies, family offices, private entrepreneurs, and Ultra-high-net-wealth individuals. Possess mature experience in efficient communication with various complex decision-makers.

Marketing Director

Prudence Investment Management (Hong Kong)

2012-7 - 2015-12 · 3 yrs 6 mos

Proactively sourced and developed high-net-worth individuals and institutional investors across Greater China, identifying market opportunities and tailoring investment solutions to client needs.

Graduate Assistant

FRE Department

2011-1 - 2012-5 · 1 yr 5 mos

Six Metro Tech, Brooklyn

Help professor with course preparation, data collecting & analyizing and researtch report.

Global Market & Trading Intern

Industrial and Commercial Bank of China (Asia) Ltd

2011-7 - 2011-9 · 3 mos

The largest commercial bank in the world (by market capitalization); Rotated 3 positions in Money& Capital Market, Trading and Market Risk desks;

Financial Innovation Lab Analyst

Shenzhen Stock Exchange

2011-5 - 2011-7 · 3 mos

Second largest stock exchange in China;

Advisory & Investment Team Assistant

Gerstein Fisher

2011-2 - 2011-5 · 4 mos

Gerstein Fisher & Associates is a leading wealth management firm that integrates Investment Management, Financial Planning, and Tax Management. Founded in 1993, the firm manages investments for nearly 600 clients totaling over $1.2 billion. The firm has consistently been recognized as a leader in the industry and was recently the only independent firm in New York to be named in Barron's list of Top 1000 advisers