Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Alan Cheung

Edmonton,AB

Summary

Qualified agent with a proven track record of achieving and surpassing sales targets. Exceptional at building strong relationships and dedicated to cultivating loyal clientele. Demonstrated success in expanding market presence, retaining customers, and driving new initiatives.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Referring Agent (Sales)

SaxoBank
Taipei, Taiwan
04.2018 - 06.2024
  • Hosted and organized seminars to promote SaxoBank's investment account to potential clients and acquire new clients.
  • Created instructional materials, presentations, and demonstrations for the clients and provided training on how to use SaxoBank's platform.
  • The trading platform offers stock trading, forex exchange, ETF trading, and Gold trading.
  • Successfully referred over 250 new clients to open accounts and made trades at SaxoBank.
  • The majority of clients were students enrolled in the courses at the College where I taught.

Evening Teacher

School of Continuing Education, Chinese Culture University
Taipei, Taiwan
03.2018 - 12.2023
  • Hosted and organized seminars to attract potential customers to enroll in the courses.
  • Created instructional materials for classes, including handouts, presentations, and demonstrations.
    - The course content focused on the technical analysis of the Stock, Forex, and Bullion markets.
    The students ranged in age from 30 to 50, and they all had investment needs.

Evening Teacher

The College of Taiwan Academy of Banking & Finance
Taipei, Taiwan
01.2015 - 12.2017
  • Hosted and organized seminars to attract potential customers to enroll in the courses.
  • Created instructional materials for classes, including handouts, presentations, and demonstrations.
  • The course content focused on the technical analysis of the Stock, Forex, and Bullion markets.

Head of the Training Department

Wealth Blooming (Asia Pacific) Limited
Hong Kong, China
04.2009 - 05.2012
  • Designed and conducted training programs on technical analysis for the Stock, Forex, and Bullion markets.
  • Created instructional materials for classes, including handouts, presentations, and demonstrations.
  • Collaborated with my team to create new teaching techniques designed to improve customer engagement.

Investment Consultant

Hantec International Ltd
Hong Kong, China
02.2007 - 02.2008
  • Hosted and organized seminars to promote Hantec's investment account to potential clients and acquire new clients.
  • Created instructional materials for the clients and provided training on how to use Hantec's platform.
  • The trading platform offers Forex and gold trading.

Computer Training Teacher

Fillip Routing Computer Training Center
Hong Kong, China
05.1995 - 12.2004
  • -Hosted and organized seminars to attract potential customers to enroll in the courses.
  • Created instructional materials for classes, including handouts, presentations, and demonstrations.
  • Instructed students on how to use a variety of programs, such as Microsoft Network, Novell Network and other specialized software applications.

Education

Some College (No Degree) - Electronics Technician

BCIT
Burnaby, BC

Skills

  • Good Experience in sales and marketing of new products
  • Strong training skills for clients
  • Excellent ability to maintain client relationships
  • Effective persuasion and collaboration skills
  • Highly self-motivated with strong problem-solving abilities
  • Fluent in Cantonese and Mandarin

Certification

  • Certificate of Futures Specialist (Taiwan) - Mar 2013
  • Certificate of Securities Specialist (Taiwan) - Jan 2013
  • Certificate for Leveraged Foreign Exchange Trading (Hong Kong) - Sep 2006
  • HKSI Practising Certificate-Derivatives (Hong Kong) - Aug 2006
  • HKSI Practising Certificate-Securities (Hong Kong) - July 2006
  • Certificate of Novell Certified System Engineer (Vancouver, BC) - October 1995
  • Certificate of SCO UNIX certified Engineer (Vancouver, BC) - April 1995
  • Certificate of Microsoft Certified System Engineer (Vancouver, BC) - Aug 1994

Timeline

Referring Agent (Sales)

SaxoBank
04.2018 - 06.2024

Evening Teacher

School of Continuing Education, Chinese Culture University
03.2018 - 12.2023

Evening Teacher

The College of Taiwan Academy of Banking & Finance
01.2015 - 12.2017

Head of the Training Department

Wealth Blooming (Asia Pacific) Limited
04.2009 - 05.2012

Investment Consultant

Hantec International Ltd
02.2007 - 02.2008

Computer Training Teacher

Fillip Routing Computer Training Center
05.1995 - 12.2004

Some College (No Degree) - Electronics Technician

BCIT

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