Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Huxiujia(Annie) Kang

Edmonton,AB

Summary

Dynamic Investment Specialist with proven expertise at Bank of Montreal Investment Center in formulating strategic financial plans and enhancing client relationships. Skilled in financial analysis and effective communication, I consistently deliver tailored investment strategies that drive client satisfaction and maximize returns. Committed to regulatory compliance and market research, I excel in identifying growth opportunities.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Investment Specialist

BANK OF MONTREAL INVESTMENT CENTER
Edmonton, Alberta
09.2024 - Current
  • Formulated and actualized strategic financial plans across client investment portfolios.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
  • Coordinated efforts between internal teams and external advisors during acquisitions or divestitures.
  • Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Banking Advisor

ROYAL BANK OF CANADA
St. John's, Newfoundland and Labrador
11.2021 - 08.2024
  • Responded promptly to customer complaints by resolving issues efficiently and effectively.
  • Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
  • Identified new business opportunities through networking and referrals.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Developed and implemented financial strategies to maximize profits and reduce costs.
  • Maintained current knowledge of industry trends, regulations and standards related to banking services.
  • Reviewed credit applications for accuracy before submitting them for approval.
  • Assisted customers in opening new accounts or transferring existing accounts from other institutions.

CLIENT ADVSIOR

ROYAL BANK OF CANADA
St. John's, Newfoundland and Labrador
03.2018 - 11.2021
  • Resolved escalated customer inquiries in a timely manner while maintaining high levels of professionalism.
  • Managed customer complaints effectively by utilizing problem solving skills.
  • Identified client needs and provided tailored solutions.
  • Kept confidential client information properly protected and only used for official purposes.
  • Provided technical support when necessary in order to resolve customer queries quickly.
  • Assisted in the onboarding process for new clients by gathering information and providing guidance.
  • Identified opportunities for improvement in customer service processes and procedures.
  • Developed relationships with clients through regular communication and follow-up.

Skincare Consultant

SEPHORA
St. John's, Newfoundland and Labrador
10.2017 - 06.2018
  • Instructed clients on how to apply make-up to achieve desired look.
  • Educated clients on skin care procedures and products.
  • Assessed customer's current skincare routines and identified areas of improvement.
  • Inspected client's skin to determine best courses of treatment.
  • Educated clients on skin conditions, treatments and products to grow sales.
  • Provided excellent customer service and skincare treatments to clients.
  • Suggested new product lines or services to meet customer needs.

Guest Service Representative

QUALITY HOTEL
St. John's, Newfoundland and Labrador
06.2017 - 05.2018
  • Answered phones to respond to customer inquiries and transferred calls to appropriate staff members.
  • Maintained cleanliness of lobby area throughout shift.
  • Updated front desk's concierge book to maintain most relevant visitor information.
  • Provided assistance to guests throughout their stay.
  • Delivered exceptional service to every customer through active engagement, effective listening and well-developed interpersonal skills.
  • Ensured compliance with hotel policies and procedures.
  • Processed payments for room charges, taxes, and other incidentals as required.
  • Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.

Education

BBA - Business Administration

Memorial University of Newfoundland
St. John's, NL
05-2017

BBA - Business Administration

XI'AN JIAOTONG UNIVERSITY
CHINA
07-2014

Skills

  • Financial analysis
  • Investment strategies
  • Client relationship management
  • Regulatory compliance
  • Market research
  • Portfolio management
  • Sales techniques
  • Problem solving
  • Effective communication
  • Time management
  • Customer service

Certification

  • INVESTMENT FUNDS IN CANADA (IFIC)
  • FINANCIAL SERVICES ADVICE

Timeline

Investment Specialist

BANK OF MONTREAL INVESTMENT CENTER
09.2024 - Current

Banking Advisor

ROYAL BANK OF CANADA
11.2021 - 08.2024

CLIENT ADVSIOR

ROYAL BANK OF CANADA
03.2018 - 11.2021

Skincare Consultant

SEPHORA
10.2017 - 06.2018

Guest Service Representative

QUALITY HOTEL
06.2017 - 05.2018

BBA - Business Administration

Memorial University of Newfoundland

BBA - Business Administration

XI'AN JIAOTONG UNIVERSITY

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Huxiujia(Annie) Kang