Kaiwen Chen
London,ON
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively. Self-motivated team player who can quickly adapt to new environment. Dynamic and reliable with exceptional customer service and communication skills.
Overview
1
1
year of professional experience
Work History
Sales Representative
Joy beauty
Shanghai, China
02.2020 - 01.2021
- Developed new clients through social media networking.
- Maintained relationships with existing clients to ensure customer satisfaction.
- Identified opportunities for cross-selling additional products and services.
Education
Bachelor of Arts - Finance
King’s University College At Western Universit
London, ON06-2024
Diploma - Business-Finance
Fanshawe College
London, ON06-2024
Skills
- Customer Needs Assessment
- Portfolio Management
- Developing Financial Plans
- Tax Law Knowledge
- Retirement Planning
- Risk Assessment
- Relationship Building and Management
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Sales Representative
Joy beauty
02.2020 - 01.2021
Bachelor of Arts - Finance
King’s University College At Western Universit
Diploma - Business-Finance
Fanshawe College
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