Experience

China Construction Bank Toronto Branch

• Canada
• Banking
• 1 - 100 Employee

• Banque de Construction de la Chine

  • Jun 2018 - Present

  Toronto, Canada Area


CIBC
• Canada
• Banking
• 700 & Above Employee
• Mobile Investment Specialist

  • Jun 2018 - Present


BMO Financial Group

• Financial Services Manager

  • Dec 2014 - Jan 2017

  • Provide clients with financial service advice tailored to their needs based on their specific financial and personal situation • Proactively propose additional and/or alternative solutions and advice to better their banking service/experience



RBC

• France
• Design Services
• 1 - 100 Employee

• Personal Banking Advisor

  • May 2013 - Nov 2014

  • Have discussions with clients around their financial goals and needs, ensure they are set up for success. • Nominated RBC Elite Banker 2014 • Ranked National Top 15 Performer based on sales ratio • Earned 9/10 rating in client experience survey, 80% likelihood to recommend • Rewarded for excelling in different campaigns (credit, savings advice etc.) • National Team Award for Showcase #4 – Ranked 1st • Recognized by teammates, managers and coaches for sharing product… Show more • Have discussions with clients around their financial goals and needs, ensure they are set up for success. • Nominated RBC Elite Banker 2014 • Ranked National Top 15 Performer based on sales ratio • Earned 9/10 rating in client experience survey, 80% likelihood to recommend • Rewarded for excelling in different campaigns (credit, savings advice etc.) • National Team Award for Showcase #4 – Ranked 1st • Recognized by teammates, managers and coaches for sharing product knowledge and best practices Show less



CENTURY 21® Times Square Realty Inc., Brokerage

• Office coordinator

  • Jun 2011 - Aug 2011

  Drafted propositions for diverse commercial documents Coordinated office administrative work



China Cinda Asset Management Corporation

• IPO Project Assistant

  • May 2010 - Jun 2010

  Participated in the prospectus writing Verified financial projects’ budget



China Construction Bank

• Banking
• 700 & Above Employee

• Intern as Analysis Assistant

  • Jul 2009 - Aug 2009

  China Analyzed a company client’s Annual Reports Participated in evaluating operational risk of a financial product Helped edit a promotion plan for an upcoming financial product



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Intern at Personal Financial Service

  • Jul 2007 - Aug 2007

  China Responded to banking services’ consultations Processed several personal and corporate account-opening procedures