Hardworking employee enthusiastic about learning Sales field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
Bank Of China
08.2011 - 02.2023
Developed and maintained strong relationships with clients to maximize satisfaction.
Helped clients make informed decisions about financial future.
Studied financial documents to identify potential areas needing improvement.
Assisted clients with budgeting and cash flow management.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
Bachelor of Arts - KOREAN
Beijing International Studies University
Beijing, China
07.2011
Some College (No Degree) - Sales And Event Coordinator
Manitoba Institute of Trades And Technology
Winnipeg, MB
Skills
Wealth Management
Sales Expertise
Customer Relationship Management
Cash Withdrawal Handling
Client Confidentiality
Time Management
Negotiation
Problem-solving skills
Financial product knowledge
Professional communication
Certification
Drive license
First Aid Certificate and CPR
Child Care Assistant (CCA) Certificate
CSC (in process)
Languages
English
Chinese (Mandarin)
Korean (Major)
Timeline
Wealth Relationship Manager
Bank Of China
08.2011 - 02.2023
Bachelor of Arts - KOREAN
Beijing International Studies University
Some College (No Degree) - Sales And Event Coordinator
Executive Assistant to the CEO/Compliance Analyst at Switch Hub (Fintech/MSB)Executive Assistant to the CEO/Compliance Analyst at Switch Hub (Fintech/MSB)