Relationship Banker

• Apr 2023 - Present

Financial Advisor

• May 2021 - Dec 2022

• Continuously network and build individual client base• Help individuals, couples and families grow their assets for the long term• Achieve clients’ unique financial goals by recommending the appropriate products and services• Promptly resolve customer service issues and answer financial questions• Grew Asian client base to top 1% for region in less than 5 months.

Marketing Assistant

• Mar 2020 - Sep 2021

Arrange phone call meetings and in-person meetings for advisors

Investment Banking Specialist

• Jun 2017 - Dec 2017

Led group members to participate in financial knowledge training, analyzed the tendency of foreign exchange in the near future or within a year according to current political or policy adjustments. Led group members to participate in financial knowledge training, analyzed the tendency of foreign exchange in the near future or within a year according to current political or policy adjustments.

Internal Audit Officer

• Jan 2017 - May 2017

Supplemented clients information into the system Sorted out notifications issued by CIRC and arranged different jobs to the matching departments Managed Anti-money laundering system to filter and reviewed suspicious transactions to ensure safety of transactions Supplemented clients information into the system Sorted out notifications issued by CIRC and arranged different jobs to the matching departments Managed Anti-money laundering system to filter and reviewed suspicious transactions to ensure safety of transactions