FREYA HUANG

Richmond,BC

Overview

years of professional experience

Certification

ENVISION FINANCIAL

10.2021 - Current

Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Generated new business leads through extensive networking, referrals, and strategic partnerships.

JUNZILAN FINE CHEMICAL INDUSTRY CO.LTD / CHINA

03.2019 - 06.2021

Company Overview: A LEADING SHAMPOO MANUFACTURER IN CHINA
Manage portfolios of more than 100 clients.
Maintain and build relationship with existing and new clients.
Proactively seeking for new opportunities through e-commerce platforms like Alibaba, social media platforms like Facebook and Linked-in.
Observing Shopping patterns and utilizing online data to engage in product development team.
Provide training and coaching to team members to better serve clients and drive sales.
Plan industry trade fair event to expand and grow current portfolio.
Achievements/Tasks
Increase sales revenue by 30% for the 1st year after joining the team (roughly 600K CAD growth).
Main decision maker in product development including Argan oil haircare series, Haircare treatment masks and Klivia Professional Haircare Series.

TD BANK, EDMONTON&CALGARY

08.2015 - 03.2019

Provide professional lending and investing advice to high net-worth clients (Home financing and re-financing, Home equity line, etc)
Identifying opportunities from daily conversation to drives sales revenue.
Satisfy all banking compliance expectations including documenting, processes and guidelines.
Able to evaluate risk and identify control weaknesses to recommend actions.
Achievements/Tasks
Consistently exceeded given target by 125%.
Receive highest LEI score from customers (Legendary customer service calls, 17 out of 22 double top boxes)- Ask me during interview.
Top performing advisors, 14 out of 60 in district.
Got promoted twice in 3 years, from financial service rep (Level 3) to Senior Financial Advisor (level 5), then to Mortgage Specialist (level 7)

UNIVERSITY OF ALBERTA

Edmonton, AB

05.2015

English

Mandarin