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Wei He

@weihe

Finance professional at China UnionPay Merchant Services who supported regional payment services and gathered requirements for foreign card transactions.

China

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At China UnionPay Merchant Services (Guangdong) Co., Ltd., I supported regional business development and subsidiaries, prepared bidding documents and contracts, and helped promote payment products and value-added services.

I also gathered business requirements for foreign card transactions and contributed to reporting on business collaborations with banks across the province. My work included merchant servicing, system data maintenance, and coordination with financial management, legal, operations, products, and risk control teams.

In my current self-employment, I coach candidates applying for the “Brand Engineer” Professional Qualification by HR & SS Dept. of Guangdong. I review application documents and assist candidates with assessment forms, personal statements, performance reviews, brand reports, and system registration.

Experience

Work history, roles, and key accomplishments

Current

Coach for Applying Professional Qualification

Current

Collaborated Self-employment

Oct 2024 - Present (2 years)

Coached candidates for the 'Brand Engineer' professional qualification, including reviewing primary documents, preparing assessment forms, personal statements, performance reviews, and brand reports. Assisted with system registration and continuing education.

Coaching Document Review Assessment Preparation Registration Systems Continuing Education

Project Specialist

China UnionPay Merchant Services (Guangdong) Co., Ltd.

Sep 2023 - May 2024 (8 months)

Supported regional business development and copiloted regulative platforms for tuition and electric bill payments. Provided guidance to regional subsidiaries, prepared bidding documents and contracts, and handled merchant servicing, system data maintenance, and fee settlement.

Business Development Bidding Contract Preparation Merchant Services Data maintenance Fee Settlement Training Reporting Banking Negotiations Cross Functional Communication Payment Products Value added Services Card Transactions Relationship Management

Trainee

Guangzhou Jiansu Private Equity Fund Management Co., Ltd.

Mar 2022 - Aug 2022 (5 months)

Assisted industry analysis and due diligence on new energy, photoresist, and healthcare sectors.

Industry Analysis Due Diligence New Energy Photoresist Healthcare

Fund Administrator

HSBC Electronic Data Processing (Guangdong) Ltd.

Oct 2020 - Nov 2021 (1 year 1 month)

Managed share registrar for global institutional investors, including transaction management for subscriptions, redemptions, switching, and transferring. Performed money identification and reconciliation, and prepared investment reports.

Registrar Transaction Management Account Reconciliation Investment Reporting

Business Representative

Yuexiu Financial Holdings (000987), Guangzhou Financing Guar

Dec 2019 - Feb 2020 (2 months)

Processed issuance of commercial papers and bid bonds, conducted customer due diligence and financial analysis, prepared project reports, and communicated with banks. Assisted in process improvement.

Commercial Papers Bid Bonds Due Diligence Financial Analysis Project Reporting Bank Communication Process Improvement

Financial Data Analyst Intern

Brand Observer Media, Case Research Center

Aug 2019 - Sep 2019 (1 month)

Worked on the ranking list 'Top 500 Corporate Brands in China'.

Data Analysis Ranking

Research Assistant Intern

GF Securities, Dept. of Wealth Management, AI Finance Team

Jun 2018 - Aug 2018 (2 months)

Contributed to research on discretionary wealth management business models and the white book of robo-advisors in China.

Research Data Collection Analysis Wealth Management Robo Advisors

Education

Degrees, certifications, and relevant coursework

Johns Hopkins Carey Business School

Master of Science, Finance

2018 - 2019

Master of Science in Finance from Johns Hopkins Carey Business School, completed from August 2018 to August 2019.

Ohio State University, Fisher College of Business

Bachelor of Science, Business Administration

2014 - 2018

Grade: 3.73/4.00, Magna Cum Laude

Activities and societies: Dean's List (2015-2017); Phi Sigma Pi National Honor Fraternity (Invitation, Jan 2017); Phi Sigma Theta National Honor Society (Nomination, Dec 2016); The Society for Collegiate Leadership & Achievement (Nomination, Jul 2016); Fisher College Honors Program (Invitation, Jun 2016); The National Society of Collegiate Scholars (One of 10% nominated, Apr 2016); FisherDirect Enrollment (May 2014).

Bachelor of Science in Business Administration with a major in Finance, graduated with Magna Cum Laude and a GPA of 3.73/4.00.