xueyi shen
@xueyishen
Client management and marketing specialist driving retention and engagement.
ChinaWhat I'm looking for
I am a results-driven client management and marketing specialist with a strong foundation in the financial sector and experience managing high-value client portfolios.
At Guoxin Securities I managed and grew a portfolio of over 100 clients, improved client retention by 15%, and supported marketing campaigns that increased client engagement by 20%.
I collaborate cross-departmentally to streamline onboarding and documentation, provide data-driven insights to improve decision-making, and support remote team workflows using CRM, Notion, Asana, and Google Workspace.
My solo international travel across 12 countries strengthened my cultural awareness, adaptability, and communication—qualities I apply to customer success, business development, and global teamwork.
Experience
Work history, roles, and key accomplishments
Client Management Specialist
Guoxin Securities Co., Ltd.
Jan 2023 - Jan 2025 (2 years)
Managed and grew a portfolio of 100+ high-value clients, improving retention by 15% and supporting marketing campaigns that increased client engagement by 20%. Streamlined onboarding and delivered data-driven reports to enhance decision-making.
Education
Degrees, certifications, and relevant coursework
Hunan Normal University
Bachelor of Finance, Finance
2019 - 2023
Completed a Bachelor of Finance program with coursework and training in financial principles and practices from 2019 to 2023.
Tech stack
Software and tools used professionally
Availability
Location
ChinaAuthorized to work in
Job categories
Skills
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