Stefan Wei
Investment Consultant at RV FOREX Pty Ltd- Claim this Profile
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English Professional working proficiency
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Chinese Native or bilingual proficiency
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Korean Elementary proficiency
Topline Score
Bio
Credentials
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Data analytics consulting virtual internship
KPMG AustraliaJul, 2022- Sep, 2024
Experience
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RV FOREX Pty Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Investment Consultant
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Dec 2020 - Present
Marketed to clients about foreign exchange products and strategy, raised $80k investment from 15-20 clients Coached 20+ interns sales and negotiation skills, branding and client relationship management via regular training program, accumulated 20+ potential clients through interns Organized external conference by preparing activity plan and budget, creation and analysis of potential target customers group, communication with clients through cold-call and email correspondence, assisted company attract 200+ clients and $500k investment Key achievements: helped company fund $80k, increased potential investor base from 20+ to 200+, utilized practical finance experiences
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ECN TRADE PTY LTD
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Australia
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Financial Services
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1 - 100 Employee
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Financial Investment Adviser Intern
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Apr 2020 - Sep 2020
Developed knowledge of foreign exchange product and trading strategies via online research, market news and internal training Dealt with client issues by answering phone call and explaining products and trading related process, received positive feedback Helped client open foreign exchange account by accurately entering personal detail and proactively escalated issues to manager Key achievements: utilized foreign exchange market and product experiences, built rapport relationship with a group of investors
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Founder Securities Co., Ltd.
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United States
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Financial Services
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100 - 200 Employee
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Financial Adviser Summer Intern
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Dec 2018 - Mar 2019
Administrated file collection and documentation, assisted with office ad-hoc tasks with demonstrated strong attention to details Researched on topics of securitization, financial instruments, funds and stocks, accomplished China accountancy qualification Managed investor client relationship by contacting and updating company’s existing client with recent market news and trends Key achievements: improved business development skills by developing relationship with institutional and individual client
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Banking Intern
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Nov 2017 - Mar 2018
Explained banking product features that match various customer’ requirements and needs, reduced customer complaints by 5% Guided customers on using advanced banking facilities, resolved 50+ inquiries on daily basis with no negative comments Key achievements: provided excellent services to banking customers, gained trust relationship among banking professionals Explained banking product features that match various customer’ requirements and needs, reduced customer complaints by 5% Guided customers on using advanced banking facilities, resolved 50+ inquiries on daily basis with no negative comments Key achievements: provided excellent services to banking customers, gained trust relationship among banking professionals
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Education
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2021 - 2022
The University of Sydney
Master's degree, Data Science -
2020 - 2020
University of New South Wales
Master's degree, FinTech -
2017 - 2019
Charles Sturt University
Bachelor's degree, Business -
2015 - 2019
吉林财经大学
Bachelor's degree, Finance
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