1.
Claire HU Chen Chen
+852 6235 4076 / infoclairehu@gmail.com
Summary
Results-oriented professional with over 3.5 years of experience in Wealth Management and HR Data
consulting industries. Deliver value in Finance Planning for individual clients, and Compensation & Benefits
Strategy for corporate customers.
Key Skills
• Marketing and communications（expert knowledge of PowerPoint presentation）
• Analyzing & presenting data（strong background of data analysis tools in Microsoft Excel）
• Corporate sales and contract negotiation in HR consulting industry
• Sales experience at front-office in financial industry
• Languages – native Mandarin; fluent English; intermediate Cantonese
Experience
Sun International Financial Group, Hong Kong
Wealth Management Advisor, Financial Planning 2015 – Present
• Analyzing stock and mutual funds for prospective and existing clients.
• Offer portfolio presentation in client financial planning discussions.
• Participated in quarterly portfolio review to track client’s investment record.
Taihe Human Resource Consulting Company, Beijing, PRC
Product Manager, Data Consulting 2011 – 2012
Key achievement: Successfully grew annual product business by 235%
HR Allocation Efficiency Survey
• Built the survey including data-analysis model and standardized product by combination of new data survey
and existing data mining.
• Broadened the survey out to 4 main industries across Mainland China includes real estate, hi-tech, FMCG
and traditional manufacturing.
• Negotiated contracts worth 0.67 million (RMB).
Communications & Clients
• Promote company as main lecturer at annual marketing conferences toward clients nationwide.
Training
• Provided product information training for more than 70 staff in 7 branch offices.
Data Analyst, Data Consulting 2009 – 2011
Key achievements: Supported more than 200 clients, with 91% key-client satisfaction
HR Compensation & Benefits Survey
• Analyzed data of C&B survey.
• Draw conclusions from data pool to cooperate project consultants in order to meet client's customized
needs.
Client Service
• Prepared and presented conclusions of survey analysis to clients.
Education
Faculty of Arts, The Chinese University of Hong Kong 2013 – 2014
Master of Arts in Religious Studies
Faculty of Labor Science and Law, Beijing Wu Zi University 2005 – 2009
Bachelor of Management in Labor and Social Security
Qualifications
Insurance Intermediaries Qualifying Examination 1/3/5 2015
Third Level Certificate in Human Resource Management 2009
Third Level Certificate in National Computing 2008