Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Timeline
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Adam Wong

Vancouver,Canada

Summary

High-energy individual with a proven track record at DYP Capital Corp., excelling in relationship building and investor relations. Successfully secured over 20 high-net worth clients through strategic cold calling and hosted 50+ investor meetings. Adept at talent acquisition, problem-solving, and driving results in fast-paced environments.

Overview

9
9
years of professional experience

Work History

Analyst/Fundraiser

DYP Capital Corp.
Vancouver, British Columbia
05.2023 - 05.2025
  • Conducted hundreds of cold and warm calls which resulted in over 20 high-net worth clients added to the portfolio.
  • Organized and hosted over 50 investor meetings, presenting comprehensive investor decks to stakeholders and prospective investors
  • Conducted and managed stock and crypto trades of upwards of $3,000,000.
  • Processed all financial paperwork and client investment contracts.
  • Executed various HR duties to support team operations and enhance workplace efficiency.

Recruiter/HR Coordinator

Gruiform
Vancouver, British Columbia
12.2021 - 04.2023
  • Executed over 20 full-cycle talent acquisitions.
  • Developed and implemented personalized/unique screening processes for various industry hirings
  • Managed daily HR operations, including benefits administration and compliance tracking.
  • Implemented employee engagement initiatives to enhance workplace morale.
  • Facilitated over 70 meetings between clients and consultants to align project goals.

English Teacher/Instructor

Chungdahm Learning
Seoul, Korea
08.2019 - 08.2021
  • Taught English to students ages 10 to 16
  • Innovated and implemented high-level intensity English-learning educational programs that resulted in many international business university acceptances.
  • Conducted over 100 online classes via Zoom for up to 16 students in each class during COVID-19.
  • Developed over 50 unique English-speaking and writing PowerPoint presentations for top senior high school students.
  • Managed after-school university interview prep tutoring, which resulted in over 10 student acceptance letters to the top five international universities.

Client Advisor

RBC
Vancouver, BC
07.2018 - 04.2019
  • Facilitated various transactions at the branch level.
  • Upsold and promoted hundreds of banking products, which exceeded monthly targets.
  • Conducted daily client onboarding for online banking accounts.
  • Supported financial advisors by making mutual fund referrals and scheduling appointments efficiently.
  • Resolved client issues, including lost cards and unidentified fees, using strong problem-solving skills.

Personal Trainer

Gold’s Gym
Vancouver, British Columbia
09.2016 - 12.2017
  • Promoted and sold over 1,000 personal training packages via phone and in-person consultations, which resulted in bonuses and heavy recognition.
  • Delivered hundreds of personalized training sessions tailored to individual fitness goals.
  • Engaged with diverse clientele, ranging from ages 17 to 60, addressing unique needs and preferences.
  • Cultivated strong relationships through high levels of sympathy and empathy toward clients.

Education

Bachelor of Arts - Psychology

The University of British Columbia
Vancouver, BC
06-2018

Skills

  • Building rapport
  • Negotiating
  • Relationship building
  • Problem solving
  • Talent acquisition
  • Sales presentations and pitching
  • Investor and public relations
  • Market research
  • Cold calling
  • Financial and company research
  • Lead generation
  • Written and verbal communication
  • Email and letter writing
  • Client onboarding

Affiliations

  • Weight lifting
  • Soccer
  • Hiking
  • cooking
  • Investing
  • Travel
  • podcasts/conversations

Timeline

Analyst/Fundraiser

DYP Capital Corp.
05.2023 - 05.2025

Recruiter/HR Coordinator

Gruiform
12.2021 - 04.2023

English Teacher/Instructor

Chungdahm Learning
08.2019 - 08.2021

Client Advisor

RBC
07.2018 - 04.2019

Personal Trainer

Gold’s Gym
09.2016 - 12.2017

Bachelor of Arts - Psychology

The University of British Columbia

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Adam Wong