Xia Cheng
Longueuil,QC
Summary
Accomplished Manager of Financial Services at China Galaxy Securities Co. LTD, adept in strategic planning and financial management. Leveraged customer relationship skills to expand business opportunities, exceeding sales targets through innovative fund product sales. Expert in analyzing market trends, contributing to significant client portfolio growth. Proven track record in sales management and securities trading, ensuring high-value client satisfaction and retention.
Overview
23
23
years of professional experience
Work History
Manager of Financial Services Department
China Galaxy Securities Co. LTD
08.2000 - 06.2020
- Managed high value clients with team, provided client support to seek business growth opportunities.
- Cross-trained existing employees to maximize team on cash management , investment and wealth protection knowledge.
- Developed and maintained relationships with customers.
- Planned, created, tested and deployed fund product sales to meet and exceed customer expectations.
- Collected and analyzed securities market trading data, industry data and timely policy and regulatory trends, and provide high-quality market reports to high value clients.
Securities Trader
Icbc Huarong Securities Trust Company
11.1997 - 08.2000
- Analyzed and interpreted business journals, technical procedures, and government regulations.
- Executed trades as authorized by portfolio manager or outside adviser for equity and fixed income trading.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Education
Associate of Applied Science - English For Academic Purposes
08.2021
Bachelor of Science - Finance
07.2005
Degree Foreign Language (Finance)
Basic Computer Application
Western Economics
Trusts and leases
Introduction to Insurance
Company Finance
Financial Statistical Analysis
Financial Regulations
Central Banking Theory and Practice
Financial Risk Management
Securities Investment Analysis
Financial simulation trading
Marketing
Advanced Topics in Financial Theory
International Finance
Money and Banking
Financial Markets
Skills
- Strategic Planning
- Financial Management
- Customer Relationship Management
- Sales management
- Sales Techniques
- Microsoft word, Excel, Powerpoint, outlook
- Website design and development
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
French
Limited Working
Certification
- Securities issuance and underwriting
- Fund sale
- Stock exchange
- Security analysis
Interests
Yoga and Photograph
Timeline
Manager of Financial Services Department - China Galaxy Securities Co. LTD
08.2000 - 06.2020
Securities Trader - Icbc Huarong Securities Trust Company
11.1997 - 08.2000
Algonquin College - Associate of Applied Science, English For Academic Purposes
Central Radio And Television University - Bachelor of Science, Finance
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