Personal Attributes Keen quick and creative learner with ability to learn new skills and to work as part of a team . Ability to work under pressure with no supervision. Very good communication skills .
Overview
8
8
years of professional experience
Work History
Financial Planner
Sesame Street English
07.2021 - 07.2023
Creating visual models to represent possible
outcomes
Determining consequences of performing a business action
Preparing reports about business decisions
Making recommendations, adjustments and
managing expenses.
Risk Analyst
G-Tel Zimbabwe
02.2015 - 08.2017
Established strategy for operations reporting and analytics, identifying key needs for deliverables.
Reviewed contracts and agreements to identify potential risks and ideal mitigation strategies.
Produced accurate and timely collections reports, facilitating measurement, decision-making and engagement with customers.
Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
Education
Bachelor of Science - International Economics and Trade
Wuhan Polytechnic University
Hubei, China
06.2021
Post-Baccaleurate Diploma - Human Resources Management
Thompson River University
Kamloops, BC
08.2025
Skills
High Net Worth Individuals Marketing
Forecast Tracking
Staff Support
Partnership Management
Customer Interaction
Customer Care
Active Listening
Financial Plan Preparation
Direct Marketing
Market Research
Monthly Financial Statements
Credit Management
Financial Budgeting
Accomplishments
Chinese HSK 4 Level Certificate
Experience
Assisting clients with creating personal budgets by implementing necessary
steps for accumulating wealth
Evaluating financial documents, economic conditions, and potential clients to
help institutions determine the level of risk involved in making particular
business decisions.
Languages
English
Native or Bilingual
Chinese (Mandarin)
Professional Working
Timeline
Financial Planner
Sesame Street English
07.2021 - 07.2023
Risk Analyst
G-Tel Zimbabwe
02.2015 - 08.2017
Bachelor of Science - International Economics and Trade
Wuhan Polytechnic University
Post-Baccaleurate Diploma - Human Resources Management
Thompson River University
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