Open to opportunities

Lu Zeng

@luzeng

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Client success leader driving asset growth through data-driven relationship management.

China

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What I'm looking for

I seek a client-success or asset-management role where I can lead digital transformation, drive data-informed client strategies, and grow assets within a collaborative, performance-driven team.

I am a client success and asset management professional with seven years' experience in PE/VC and asset management, specializing in end-to-end client lifecycle management, digital transformation, and data-driven personalization. I have led strategic projects including a CNY 400M secondary fund deal, CRM and dashboard implementations linking CNY 20 billion in assets, and built client whitelists and partner pools that improved response efficiency and reduced costs.

My approach combines rigorous due diligence, process optimization, and tailored client engagement to convert insights into measurable business outcomes — from securing new assets and refunds to improving disclosure processes and client retention. I prioritize scalable digital solutions and strong cross-functional collaboration to deliver long-term client value and operational efficiency.

Experience

Work history, roles, and key accomplishments

Client Success & Asset Manager

Eastern Bell Capital

Aug 2021 - May 2023 (1 year 9 months)

Led client lifecycle and strategic secondary fund initiatives, secured CNY 400M in secondary fund term sheets, and implemented CRM/dashboard upgrades that linked CNY 20B in assets to improve remote service efficiency and increase asset exit volume over 50% YoY.

Client Success Salesforce CRM Power BI Data Analysis Stakeholder Management Process Optimization Excel

Client Data & Service Optimization Specialist

Gopher Asset Management Co., Ltd.

Jan 2017 - Jul 2021 (4 years 6 months)

Led digital operations and reporting for FOF products, managed 11 master funds and 104 sub-funds, designed Power BI dashboards maintaining IRR/DPI accuracy >95% and recovered CNY 500K via contract analysis.

Power BI Excel Data Visualization Reporting Post Investment Management Process Improvement Regulatory Compliance

High-Net-Worth Client Success Advisor

Noah Wealth Management Co.,Ltd.

Jan 2016 - Jul 2017 (1 year 6 months)

Delivered tailored wealth solutions to 20+ high-net-worth clients across insurance, private equity and trusts, achieving >90% client satisfaction and contributing over CNY 30M in sustainable assets under management.

Client Onboarding Wealth Management CRM Relationship Management Product Structuring Cross Selling

Education

Degrees, certifications, and relevant coursework

Stony Brook University

Bachelor of Arts, Economics

2011 - 2015

Completed a Bachelor of Arts in Economics with coursework in microeconomics, macroeconomics, and quantitative methods; prepared for roles in finance and client-facing asset management.