Summary
Overview
Work History
Education
Skills
Certification
Languages
Awards
Timeline
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Siqi Wang

ON

Summary

Experienced banking specialist with a strong background in financial services and Board secretary affairs . Adept at handling transactions, managing accounts, and ensuring compliance with banking regulations. Prioritizes collaboration and achieving measurable results. Known for reliability, adaptability, and excellent communication skills. Proficient in utilizing banking software and delivering exceptional customer service.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Board Secretary

Beijing Sunshine Consumer Finance Co., Ltd.
10.2022 - 04.2023
  • Organize and coordinate board meetings and shareholder meetings. Sending out meeting notices, preparing meeting materials, and ensuring that all necessary documents are in order.
  • Oversaw regulatory disclosures for company information.
  • Facilitated dialogue between company and its shareholders.
  • Stay updated on changes in laws, regulations and corporate governance best practices.
  • Facilitated both internal and external audits for financial accuracy.

Financial Manager

China Everbright Bank Shanghai Zhoupu Branch
04.2023 - 07.2023
  • Leveraged diverse channels to identify new customer sources.
  • Provided consistent follow-up on clients' financial requirements.
  • Performed financial assessments to determine customer requirements.
  • Provide support with the accurate submission of required forms.
  • Evaluated competitor offerings continuously.
  • Perform frequent portfolio evaluations to determine risk levels.


Retail Personal Loan Manager

China Everbright Bank Shanghai Branch
07.2023 - 09.2024
  • Identified potential customers in need of banking services.
  • Deliver tailored consultation solutions for clientele.
  • Guided customers in loan application completion, verifying required documentation is provided accurately.
  • Assess and manage risks, ensure compliance with regulatory requirements and bank policies.

Trade and Finance Deparment

China Everbright Bank Shanghai Branch
07.2024 - 09.2024
  • Review LOC, BOL, invoices to maintain adherence to trade regulations.
  • Processed trade finance applications; ensured AML and KYC regulation compliance.
  • Reduced potential losses from market volatility and regulatory changes.
  • Optimized financial reporting by decreasing time spent on manual data handling through automation.
  • Delivered critical financial assessments through metric analysis.

Education

Master - International Trade Management

Lambton College
Mississauga, ON
07.2019

Bachelor - Business Management

University of Sheffield
Sheffield
06.2016

Skills

  • Bank reconciliation
  • Financial process improvement
  • Microsoft Excel mastery
  • International finance
  • Relationship building
  • Risk assessment
  • Office administration
  • Document preparation
  • Maintaining confidentiality
  • File organization
  • Investment advice

Certification

  • Qualification Certificate of Board Secretary for Listed corporation (Shenzhen Stock Exchange)
  • Chinese Qualification Certificate of Psychological Counselor
  • National Human Resources and Social Security Department Level 10 Certificate of Psychological Service Skills

Languages

English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working

Awards

Black History Month Community Awards issued by Government of Ontario

Timeline

Trade and Finance Deparment

China Everbright Bank Shanghai Branch
07.2024 - 09.2024

Retail Personal Loan Manager

China Everbright Bank Shanghai Branch
07.2023 - 09.2024

Financial Manager

China Everbright Bank Shanghai Zhoupu Branch
04.2023 - 07.2023

Board Secretary

Beijing Sunshine Consumer Finance Co., Ltd.
10.2022 - 04.2023

Master - International Trade Management

Lambton College

Bachelor - Business Management

University of Sheffield
Siqi Wang