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Rose Zu

Rose Zu

Staff Officer, Global Trade and Receivables Finance Middle Office

HSBC

Staff Officer, HSBC Global Trade and Receivables Finance Middle Office

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HSBC

Staff Officer, Global Trade and Receivables Finance Middle Office

Career medium 01

HSBC

Retail Banking and Wealth Management Graduate Development Program

Rotations in Downtown Retail Network, Direct Channels, Premier Remote Center, and Mortgage Sales. Contributed to the business in the following areas:
- Sales, customer service, customer account maintenance, AML/KYC compliance
- Platform enhancement, product promotion, customer experience optimization, vendor management, UAT
- Cross-functional collaboration, report creation and improvement, risk analysis and management

Career

Dyson Capital Advisors

Private Wealth Management Intern

- Analyzed and presented recommendations on mutual funds, hedge funds, and private equity funds
- Led internal audit effort by tracking and reconciling 70+ fund financials with client accounts
- Produced performance, asset allocation, and trade reports for client meetings

Career medium 04
Career

University of Virginia

B.Sc. Commerce, Finance, Chinese, Economics (minor)

Harvard University

Harvard Beijing Academy

Thomas Jefferson High School for Science and Technology

TJ Diploma, Honors/Regents High School/Secondary Diploma Program