Hyuna Jang
Charlottetown,Canada
Summary
With 7 years of experience in the financial industry, I specialize in financial analysis, risk assessment, and tailored financial solutions. I adhere to strict policies to optimize risk mitigation and drive substantial portfolio growth (500+). I am an excellent communicator with strong critical thinking and problem-solving skills. I excel at visualizing data, seeing the big picture, and maintaining attention to detail. I am skilled in descriptive, diagnostic, predictive, and prescriptive analytics, supporting data-driven decision-making. I have a proven ability to advise, lead, coach, and mentor teams, fostering continuous improvement. I bring extensive experience in promoting productivity, sharing innovative ideas, and achieving successful outcomes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Advisor
CIBC
Charlottetown
03.2024 - Current
- Analyze market trends and financial statements to recommend appropriate strategies for personal and business clients (500+)
- Prepare and deliver presentations to prospective clients, detailing investment opportunities and tailored financial plans
- Identify potential risks associated with investments and provide effective solutions or alternatives to mitigate those risks
- Cultivate and deepen relationships with new and existing clients, fostering trust and driving business growth
- Mentor junior advisors and support staff, enhancing their skills and contributing to the overall team’s success
Business Advisor
CIBC
Charlottetown, PE
05.2022 - 03.2024
- Conduct financial statement analysis, evaluating risk factors, and delivering effective financial solutions
- Build and maintain client relationships, resulting in substantial growth of portfolio expansion (300+)
- Strict adherence to bank policies and procedures to effectively mitigate risks
- Exhibit strong communication and team-oriented focus to achieve branch objectives
- Demonstrate persuasive negotiation skills and presentation skills
Financial Advisor
CIBC
Montague, PE
03.2021 - 04.2022
- Conduct in-depth financial analyses and delivered comprehensive financial planning/strategies and recommended suitable investment options
- Maintain accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements
- Demonstrate strong communication and negotiation skills
Universal Banker
Scotiabank
Kensington, PE
01.2019 - 02.2021
- Deliver tailored advice based on customer needs, recommending appropriate products
- Supervise employees and provided constructive feedback on their performance
- Facilitate the training of new staff members
Customer Service Representative
Scotiabank
Charlottetown, PE
07.2017 - 12.2018
- Demonstrated exceptional communication skills in resolving product and customer issues
- Developed strong relationships with customers by providing personalized assistance and support
- Answered inbound calls, chats and emails to facilitate customer service.
Manager
The Prince Edward Island Restaurant
Charlottetown, PE
02.2015 - 09.2018
- Managed hiring and training processes for new staff members
- Provided Human Resource management support
- Monitored and took appropriate measures to address any problems related to system functionality, equipment performance, and material availability
Education
BBA -
University of Prince Edward Island
Charlottetown, PE05.2018
Bachelor of Science - Chemistry
University of KyungHee
Seoul, Korea04-2014
BBA - Accounting
National Institution for Lifelong Education
Seoul, Korea04-2011
Skills
- Financial Analysis & Risk Assessment
- Communication & Problem-Solving
- Leadership & Mentorship
- Project Management & Business Analysis
- Team Collaboration
- Process Optimization
- Training & Development
- Decision-Making
Personal Information
Relocation: Willing to relocate at my own expense. Family members reside in Ontario and New Brunswick.
Accomplishments
- Awards (Best of the Best 2018)
Certification
- Project Management
- Business analysis
- Mutual Fund
References
References available upon request.
Timeline
Senior Advisor
CIBC
03.2024 - Current
Business Advisor
CIBC
05.2022 - 03.2024
Financial Advisor
CIBC
03.2021 - 04.2022
Universal Banker
Scotiabank
01.2019 - 02.2021
Customer Service Representative
Scotiabank
07.2017 - 12.2018
Manager
The Prince Edward Island Restaurant
02.2015 - 09.2018
BBA -
University of Prince Edward Island
Bachelor of Science - Chemistry
University of KyungHee
BBA - Accounting
National Institution for Lifelong Education
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