Summary
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Yuchen Wang

Hamilton,ON

Summary

  • In life, I am proactive, good at communication, and have outstanding learning ability and adaptability.
  • At work, I am serious and responsible, have strong execution ability, focus on teamwork spirit, have solid professional knowledge in finance, and have good communication skills.
  • I can learn with humility from my past work, actively accept new things, and am good at planning, organizing Coordinating, and promoting various tasks, and I will do all the work involved to perfection.
  • I am passionate about the financial industry and aspire to develop in a financial position in the future. I will meet new challenges with full enthusiasm and a high sense of responsibility, climb new heights, and create higher value for the company.

Work History

Business Consultant

Essence Securities
08.2023 - 09.2023
  • Evaluated situations and delivered targeted solutions using various tools and resources.
  • Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
  • Developed complete business plans and operational strategies for new and existing business.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.

Retail Banking Dept

China Everbright Bank
06.2023 - 07.2023
  • Provide customers with guidance on user deposits, credit card opening, and other services based on customer needs;
  • Through telemarketing, interviews, customer referrals, channel distribution, etc., sell financial products to appropriate customers to achieve the value-added customer assets and financial management goals;
  • Continue to provide customers with professional financial planning and consulting services, comprehensively analyze customers’ financial needs, and achieve good customer resource management;
  • Responsible for collecting and analyzing customer data, forming a business needs report, and reporting to superiors
  • Establish cooperative customer relationships, maintain friendly communication, and promote business completion.
  • Regularly understand the market conditions of the financial industry, formulate industry research specifications, standards, and plans, and submit suggestions to superiors.

Education

Bachelor in Commerce - Finance

McMaster University
Hamilton, ON
06.2025

Skills

  • MS Office
  • Master in CFA Institute's Standards of Professional Conduct
  • Python Machine Learning

Accomplishments

    Obtained the top three results in the Young Talent competition held by China Everbright Bank Heilongjiang Branch and was awarded a letter of recommendation by the branch president.

Languages

Chinese (Mandarin)
Native or Bilingual
Japanese
Limited Working

Timeline

Business Consultant

Essence Securities
08.2023 - 09.2023

Retail Banking Dept

China Everbright Bank
06.2023 - 07.2023

Bachelor in Commerce - Finance

McMaster University

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Yuchen Wang