Quality Review Specialist

• Jan 2022 - Present

5-Star Investment Specialist

• Feb 2021 - Jan 2022

5-Star Diamond Team, Investment Representative with trade and option licensed.• Anual Best of Best Award Winner 2021•provided trilingual service (English, Cantonese and Mandarin) for Investorline 5-Star clients.• High NPS and ranked No.1 in Quarter 1 and Quarter 2 2021 sales among 5-Star agents.• Connected between credit team and clients to arrange special loan conditions for high net worth clients.• Assist in Trading Management Desk when needed

Investment Specialist

• May 2014 - Jan 2021

Master of International Business

• Sep 2012 - Nov 2013

• Broaden global vision and comprehensively improve professional skills, while interpersonal and communication skills enhanced by working with classmates from different culture backgrounds. • Take project finance courses and co-lead in the final cases of capital budgeting. • Exchange to ESSEC (January-April, 2013), Paris, deepening understanding of multiple cultures and various business styles. Analyze the financial benefits brought by the merge between Nissan and Renault. • Broaden global vision and comprehensively improve professional skills, while interpersonal and communication skills enhanced by working with classmates from different culture backgrounds. • Take project finance courses and co-lead in the final cases of capital budgeting. • Exchange to ESSEC (January-April, 2013), Paris, deepening understanding of multiple cultures and various business styles. Analyze the financial benefits brought by the merge between Nissan and Renault.

Leisure Battery Project Student Consultant

• Dec 2012 - Aug 2013

Collaborating with 7 students from 6 countries in a consulting project to expand potential sales markets for Bosch Leisure Battery products in France, Germany, Italy, Netherlands and Spain by analysing economic scenarios of European market, assessing B2B market potential and estimating B2C market size. • Participate in periodic video conferences with clients and adjust research plan according to client needs • Analyze the current situations of client product sales, major competitors, leisure battery industry and global economy • Make sales enhancing recommendations through report and presentation Show less

Customer Service Representative

• Jan 2012 - Apr 2012

• Understand client financial status and investment needs comprehensively to identify sales opportunities • Make appropriate stock account recommendation and preparing account opening paperwork • Call back to check customer satisfaction and solving client concerns in a quick and professional manner • Understand client financial status and investment needs comprehensively to identify sales opportunities • Make appropriate stock account recommendation and preparing account opening paperwork • Call back to check customer satisfaction and solving client concerns in a quick and professional manner

Associate

• Jul 2011 - Aug 2011

• Evaluate the authenticity and completeness of oversea drafts, letter of credits and telegraphic transfer requests. • Monitor foreign exchange market movements and assist analysts to create foreign exchange risk management products • Evaluate the authenticity and completeness of oversea drafts, letter of credits and telegraphic transfer requests. • Monitor foreign exchange market movements and assist analysts to create foreign exchange risk management products

Camp Counselor Lead

• Jul 2010 - Aug 2010

• Guide high school students traveling around Beijing and contact hotels, restaurants, attractions and tour buses. • Get to know those students during the 6-day trip, encourage them to study hard • Recommend suitable education products • Guide high school students traveling around Beijing and contact hotels, restaurants, attractions and tour buses. • Get to know those students during the 6-day trip, encourage them to study hard • Recommend suitable education products