Rebecca Zou — Client Experience · Cross-Border Operations

About 关于

A bridge between clients, processes, and cross-border contexts.

客户、流程与跨境语境之间的桥梁

Ten years of working with people — HNW families, Chinese companies going abroad, overseas brands entering China, and students navigating applications.

十年与不同人打交道——高净值家庭、出海的中国企业、进入中国市场的海外品牌，以及走申请流程的学生。

Client-facing professional with 10+ years of experience across financial services, client relationship management, cross-border advisory, and international business. I support clients through complex, documentation-intensive processes from initial needs assessment through execution and follow-up.

客户导向的专业人士，10 年以上金融服务、客户关系管理、跨境咨询与国际商务经验。我帮助客户穿越复杂、文档密集的流程——从最初的需求评估，到执行与跟进。

My approach is client-centric and analytical — I look at issues from multiple angles, break complex requirements into clear and actionable steps, and coordinate with stakeholders to get things resolved. I've worked across financial services, cross-border business, regulatory registration processes, and with both Chinese clients and international partners.

我的方法以客户为中心、注重分析——从多个角度看待问题，把复杂需求拆解为清晰、可执行的步骤，并与各方协调推动问题解决。我的经验横跨金融服务、跨境业务、监管注册流程，服务过中国客户，也对接过国际合作伙伴。

Bringing strong client communication, process management, and problem-solving capabilities, alongside growing fluency in AI-enabled workflows and digital tools. Open to client-facing, operations, and advisory roles across financial services, cross-border business, and international education. Native Mandarin speaker with business-fluent English and UK postgraduate study in Financial Engineering.

具备扎实的客户沟通、流程管理与解决问题能力，并在 AI 驱动工作流与数字工具方面持续深入。开放于金融服务、跨境业务与国际教育领域的客户导向、运营与咨询岗位机会。中文母语，英文商务流利，曾在英国攻读金融工程研究生课程。

Core competencies 核心能力

What I bring to the table.

我能带来的价值

A client-operations toolkit built across finance, cross-border business, and advisory work — now extended with hands-on AI fluency.

一套在金融、跨境业务与咨询工作中沉淀下来的客户运营工具箱，如今又加入了 AI 实战素养。

Client & Relationship

客户与关系

Client support & relationship management客户支持与关系管理
Needs assessment & solution design需求评估与方案设计
Long-term client follow-up长期客户跟进

Process & Case Mgmt

流程与案件管理

Process & case management流程与案件管理
Documentation & coordination文档与协调
Stakeholder coordination多方协调

Cross-Border

跨境

Cross-border client support跨境客户支持
Regulatory registration processes监管注册流程
Cross-cultural communication跨文化沟通

Advisory

咨询

Client-centric problem solving以客户为中心的解决问题
Complex problem solving复杂问题解决
Financial services advisory金融服务咨询

AI & Digital Tools

AI 与数字工具

ChatGPT · Gemini · Kimi · WorkBuddy
AI-assisted workflow designAI 辅助工作流设计
Vibe-coding & rapid prototypingVibe-coding 与快速原型

Languages

语言

Mandarin — native中文——母语
English — business fluent英文——商务流利
Cross-cultural negotiations跨文化谈判

Professional experience 职业经历

A career built across finance, trade, and advisory.

在金融、贸易与咨询之间沉淀的职业生涯

From HNW wealth management in Hong Kong to overseas brand introduction in Shenzhen — five chapters, one consistent thread: helping clients navigate complexity.

从香港的高净值财富管理，到深圳的海外品牌引入——五个阶段，一条主线：帮助客户穿越复杂局面。

Business Development

业务拓展

American Ivy League Schools Studying Abroad Co., Ltd.

美藤保罗留学有限公司

Apr 2026 – Present2026 年 4 月至今

Develop and execute online promotion strategies to increase brand exposure and user conversion.制定并执行线上推广策略，提升品牌曝光与用户转化。
Independently manage Hong Kong private school registration processes with the Hong Kong Education Bureau — documentation preparation, process coordination, communication, and follow-up.独立负责香港私立学校在香港教育局的注册流程，包括文档准备、流程协调、沟通与跟进。
Guide clients through complex registration processes by clarifying requirements, identifying outstanding information, coordinating with relevant parties, and following up on pending items.引导客户穿越复杂的注册流程——澄清要求、识别缺失信息、协调各方、跟进待办事项。
Break down administrative requirements into clear, practical steps and communicate them to clients in an accessible manner.把行政性要求拆解为清晰、可执行的步骤，以客户能理解的方式传达。
Coordinate across stakeholders to ensure requirements are addressed accurately and processes progress smoothly.跨方协调，确保各项要求被准确响应、流程顺利推进。

Independent Consultant

独立顾问

Freelance — Education & Cross-Border Advisory

自由职业 · 教育与跨境咨询

2020 – 20262020 – 2026

Managed multiple client engagements concurrently — from initial needs assessment through solution design, delivery, and follow-up.同时管理多个客户项目——从最初的需求评估，到方案设计、交付与跟进。
Worked closely with Chinese companies and families to understand individual circumstances, identify underlying needs, and develop tailored solutions.与中国企业和家庭紧密合作，理解其具体处境、识别深层需求、制定定制方案。
Advised Chinese companies and manufacturers on overseas operations, including market-entry pathways, location considerations, and cross-border operating structures.为中国企业与制造商提供海外运营咨询，包括市场进入路径、选址考量与跨境运营架构。
Broke down complex cross-border business and education-related issues into practical options and actionable steps for clients.把复杂的跨境业务与教育议题，拆解为客户可执行的选项与步骤。
Coordinated multiple stakeholders, requirements, documentation, and timelines throughout client engagements.在项目全周期内协调多方、需求、文档与时间线。
Maintained ongoing client relationships and provided follow-up support as client needs evolved.维护长期客户关系，根据需求演变提供持续支持。

Overseas Business Development Manager

海外业务拓展经理

Shenzhen Tinos Trading Co., Ltd.

深圳蒂诺斯贸易有限公司

Nov 2014 – Jan 20202014 年 11 月 – 2020 年 1 月

Managed relationships with overseas breweries and Chinese business partners — primary communication bridge between Chinese and international stakeholders.维护与海外酒厂及中国商业伙伴的关系，是中外各方的主要沟通桥梁。
Coordinated cross-border business processes involving multiple parties — documentation, contract execution, communication, and follow-up.协调涉及多方的跨境业务流程——文档、合同执行、沟通与跟进。
Developed and maintained strategic partnerships with overseas brands and supported their introduction into the Chinese market.发展与维护海外品牌战略合作，支持其进入中国市场。
Adapted communication and problem-solving approaches to different cultural and business contexts.根据不同文化与商业语境，调整沟通与问题解决方式。
Conducted market and industry research to understand partner and market requirements.开展市场与行业研究，理解合作方与市场需求。
Worked extensively in both Chinese and English across international business communications and negotiations.在国际商务沟通与谈判中大量使用中英文双语。

Financial Advisor

财务顾问

Leonardo Investment Co., Ltd. · Hong Kong

利奥投资有限公司 · 香港

May 2010 – Oct 20142010 年 5 月 – 2014 年 10 月

Managed relationships with high-net-worth individuals and families — ongoing support across asset allocation, insurance, and children's education planning.服务高净值个人与家庭——在资产配置、保险、子女教育规划方面提供持续支持。
Conducted detailed client needs assessments and developed customized solutions based on individual circumstances and risk preferences.开展详细的客户需求评估，基于个人处境与风险偏好制定定制方案。
Built long-term client relationships through attentive communication, follow-up, and tailored advisory support.通过细致沟通、跟进与定制化咨询，建立长期客户关系。
Worked with clients on sensitive financial information and documentation as part of the advisory process.在咨询流程中处理客户的敏感财务信息与文档。
Developed a strong understanding of client expectations and service standards within an international financial-services environment.在国际金融服务环境中深入理解客户期望与服务标准。

Education Consultant

教育顾问

New Oriental Vision Overseas Consulting

新东方前途出国咨询

Sep 2009 – Apr 20102009 年 9 月 – 2010 年 4 月

Managed the end-to-end US undergraduate application process for students and families.为学生与家庭管理端到端的美国本科申请流程。
Assessed individual client needs and developed personalized application strategies.评估个体客户需求，制定个性化申请策略。
Coordinated applications, essays, interview preparation, visa applications, documentation, and timelines.协调申请、文书、面试准备、签证申请、文档与时间线。
Supported clients throughout the application lifecycle and followed up on outstanding requirements.在申请全周期内支持客户，跟进待办事项。

AI & Personal Projects AI 与个人项目

Building with AI — not just using it.

用 AI 构建——不只是使用

Beyond day-to-day AI tool use, I prototype small working tools — a scheduling system, learning apps, an experimental AI companion.

除了日常 AI 工具使用之外，我还亲手构建一些小型可用工具——一个排课系统、几个学习应用，以及一个实验性的 AI 陪伴应用。

Vibe-coding · Prototype 原型

Learning Scheduling System

学习排课系统

Designed and built the core framework of a personal scheduling system using an AI-assisted / vibe-coding approach. Features include time and classroom conflict alerts, individual student timetables, and views by teacher, classroom, or subject. Currently a working prototype with further development ongoing.

采用 AI 辅助 / vibe-coding 方式，设计并构建了一个个人排课系统的核心框架。功能包括时间与教室冲突提醒、学生个人课表，以及按教师、教室、学科多视角查看。当前为可用原型，仍在持续迭代。

AI-assisted dev AI 辅助开发 Scheduling logic 排程逻辑 Conflict detection 冲突检测 Multi-view UI 多视角 UI

Personal tools · Iteration 迭代

AI Learning & Support Tools

AI 学习与支持工具

Built small personal tools for IELTS learning, a personal learning workspace, and an experimental AI-based companion application. Personally test and iterate on these tools based on practical use cases — learning what AI does well, where it breaks, and how to design workflows around its strengths.

构建了几个小型个人工具——用于雅思学习、个人学习空间，以及一个实验性的 AI 陪伴应用。基于实际使用场景亲自测试与迭代，理解 AI 擅长什么、在哪里会失效，以及如何围绕它的优势设计工作流。

LLM tooling 大模型工具 Education 教育 Workflow design 工作流设计 Rapid iteration 快速迭代

Daily AI practice: Regularly use multiple LLM and AI-agent tools — ChatGPT, Gemini, Kimi, WorkBuddy, Qwen, and Doubao — to improve research, information processing, writing, learning, problem solving, and day-to-day workflow efficiency. Actively experiment with AI-assisted workflows and agent-based tools to simplify repetitive or complex tasks.

日常 AI 实践：经常使用多个大模型与 AI Agent 工具——ChatGPT、Gemini、Kimi、WorkBuddy、Qwen、Doubao——提升研究、信息处理、写作、学习、问题解决与日常工作效率。积极尝试 AI 辅助工作流与基于 Agent 的工具，简化重复或复杂任务。

Rebecca
Zou