Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Huiqiong Xiao (Amy)

Ottawa,ON

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Financial Services Representative

CIBC
08.2022 - Current
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Advised clients on favorable investment opportunities to meet established financial goals.

Education

MBA - Professional Sales And Business Development

University of New Brunswick
Saint John, NB
10.2020

Bachelor of Arts - English

Luojia College, Wuhan University
Wuhan, Hubei
06.2013

Skills

  • Microsoft Office
  • Sell Investments
  • Information Updates
  • Loan Applications
  • Financial Services
  • Sales Goals
  • Helpdesk Operations
  • Cash Handling

Certification

  • Certified MFDA
  • CSC
  • CPH
  • PFSA
  • FInancial Planning 1 Candidate

Timeline

Financial Services Representative

CIBC
08.2022 - Current

MBA - Professional Sales And Business Development

University of New Brunswick

Bachelor of Arts - English

Luojia College, Wuhan University

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Huiqiong Xiao (Amy)