Ren Xu

SMU MWM is a pioneering and leading wealth management programme in Asia. It was jointly designed by SMU, Wealth Management Institute (WMI), Swiss Finance Institute (SFI), Yale University and key industry players. Its curriculum covers the value chain of wealth management, including asset management, investment and client advisory. There i

Front office role working with Relationship Managers to originate and execute deals with target orientation Provided credit support to the team through initiation and preparation of credit proposals as well as financial analysis & financial projections

Provided customers with financial advice and appropriate financial products to meet their current and future financial needs Completed financial transactions such as deposits, withdrawals, bill payments and other account transactions for customers in an accurate and efficient manner

Provided information on personal accident, disability and supplemental health insurance protection to sell policies to clients to meet their needs Built relationships with customers by focusing on meeting their unique needs and assist with filling claims

Traded US stocks by conducting technical analysis and executed buy-sell orders with budget of US$100,000 Evaluated financial reports, stock histories and current business news every day to formulate trading plans Ranked as the top trader among all employees