(This sample is for reference purpose only and is not a real resume for specific ones)
Name English Name (Chinese Name)
Date of Birth Jan. 1, 19xx
Marital Status Married/Single
Current Location Shanghai
Telephone Number 138********
EDUCATION & QUALIFICATIONS
19xx/09-19xx/06 xxx University
BA of Finance
Certificate CFA Level 1
2001/06-Present ABC Bank, Shanghai Branch
2004/03-Present Sales Manager
To analyze the market environment and trend and then provide
appropriate transaction suggestions to customers.
To design tailor-made derivatives products for customers’
requirement according to market circumstance and customers’
Local banks: xxx, xxx, xxx
Insurance Corp: xxx, xxx, xxx
As a member of HK treasury sales & marketing team, I am mainly
based in Shanghai and assume the responsibility for national-wide
2001/06-2004/03 Marketing Manager
To take advantage of various derivatives tools, such as plain
vanilla option, exotic option, interest rate swap, currency swap,
swap option, equity linked, credit linked, commodity linked
products, etc. to help customers to manage forex assets and
liabilities more effectively.
I consequently built up a substantial customer base since years of
struggle in the field.
2000/05-2001/06 DEF Bank, Beijing Branch
Main responsibilities: customer relationship maintenance and
development, customer-oriented solution recommendation to help
customer achieve financial target by derivative products
Customer base: mainly FIC & JV
1997/08-2000/05 XYZ Bank, Shanghai Branch
FX Dealer & Treasury Sales
Main responsibilities: Forex exposure risk management;
customer-oriented solution recommendation to help customer
achieve financial target by derivative products
Customer base: mainly SOE
1. Working experience:
Totally x years of working experience in Treasury department, with solid exposure in
2. Professional Knowledge & Skill:
Client base mainly consist of corporate, FI, SOEs and FIC.
Substantial knowledge of plain vanilla foreign exchange business also good
understanding of options and Interest Rate products (Derivatives)
Good understanding of structured products and hands-on experience is expected.
Good relationship with clients.
2003-2004 Achieved over sales target.
2004-2005 Developed good relationship with Insurance company and achieved 3
million trading volume.
2006 Achieved 200 million trading volume for a corporate.
Enthusiastic with positive attitude.
Aggressive and responsible.
Excellent inter-personal skills
Good team player
5. Language Ability:
English: Good in reading / writing and fair in listening and speaking
French: Could read and listen
6. Career Plan:
I’m interested in treasury sales function and looking for a position with bigger scope and
more development in Foreign Financial Institution.
7. Current Package:
Basic Salary: RMB18,000/m*13=RMB234,000 (Pre-tax)
2006 Bonus: RMB18,000/m*1.5=RMB27,000 (Pre-tax)
2006 Profit share: RMB13,500/p.a
Telephone allowance: RMB500/m*12=RMB6,000
Meal allowance: RMB220/m*12=RMB2,640
8. Expected Package: