Fengze Liu
Thornhill,Canada
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Manager in Wealth Management
OTT Financial Group
12.2020 - 07.2024
- Promoted for exceeding sales KPIs, managed business development for B2B and B2C clients, achieving 80% client retention and steady revenue growth
- Led asset management events for Chinese high-net-worth clients, increasing lead generation by 40%
- Developed tailored investment solutions, cross-sells, and up-sells to implement sales strategies and address client needs
- Created daily newsletters for internal distribution across company sales channels to provide timely updates on market news, special market alerts, and industry trends, generated great engagement from over 100,000 subscribers
- Provided training to new employees on regulations, compliance, products and sales strategies
- Ensured compliance with AML, KYC, and regulatory requirements when onboarding new clients and processing transactions
- Advised clients while adhering to investment suitability guidelines and regulatory frameworks
Business Development Specialist
OTT Financial Group
07.2019 - 12.2020
- Built a strong client and partnership network to sustain sales conversions across multiple channels
- Participated in branding events, sponsored conferences and partnership activities to keep close connections with partners and vendors in the industry, identified opportunities of collaboration during ongoing communications
Customer Service Representative
OTT Financial Group
04.2018 - 07.2019
- Maintained client relationships via in-person, online, and phone interactions, achieving high customer satisfaction
- Drafted and managed client contracts and tracked deals, staying informed on product performance and feedback
- Created sales performance reports with insights to optimize client experience, using CRM systems and data visualization
- Collaborated with internal teams to align external messaging and keep clients informed on products
Education
Graduate Diploma - Organizational Behavior and IT Business Analysis
Cambrian College
Greater Sudbury, ON06.2017
B.A. - International Finance
Plymouth University
Plymouth,UK06.2015
Certification
- CSC: Canadian Securities Course
- CPH: Conduct and Practices Handbook
Summary Of Qualifications And Skills
Over 4 years of experience in business development and financial planning within the financial services sector, with expertise in sales funnel management, financial advisory, and consistently exceeding KPIs., Strong knowledge of financial products, including fixed income, equities, and derivatives. Experienced in industry regulations, compliance frameworks, and legal documentation for retail sales., Skilled in high-net-worth client relationship management, delivering excellent customer service through various channels., Bilingual in English and Mandarin, experienced in serving Chinese high-net-worth clients., MS 365 (Word, PowerPoint, Outlook, SharePoint, Excel, Visio, Teams), Asana, Confluence, Miro, CRM, ERP, Project Management, Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH)
Timeline
Account Manager in Wealth Management
OTT Financial Group
12.2020 - 07.2024
Business Development Specialist
OTT Financial Group
07.2019 - 12.2020
Customer Service Representative
OTT Financial Group
04.2018 - 07.2019
Graduate Diploma - Organizational Behavior and IT Business Analysis
Cambrian College
B.A. - International Finance
Plymouth University
Similar Profiles
Zhan ZikunZhan Zikun
Front-end Lead Developer at OTT FINANCIAL GROUPFront-end Lead Developer at OTT FINANCIAL GROUP
James ZhangJames Zhang
Financial Services Representative at OTT FinancialFinancial Services Representative at OTT Financial
Hongyu AoHongyu Ao
Financial Services Representative at OTT Financial Inc.Financial Services Representative at OTT Financial Inc.
ISAC IPHRAIMOVISAC IPHRAIMOV
Construction Site Supervisor / Coordinator / Estimator at The SynRG Group Construction PartnersConstruction Site Supervisor / Coordinator / Estimator at The SynRG Group Construction Partners
Aviva Shem-TovAviva Shem-Tov
Office Manager at Certified Landscaping Inc.Office Manager at Certified Landscaping Inc.