Zhaoxuan（Charles） Sun
Surrey,BC
Summary
With more than ten years of working experience across diverse financial institutions and multinational automation corporations, I have cultivated a prosperous career as a Sales manager, Equity Investment Manager, and Senior Investment Manager. I have successfully led investments totalling over $3 billion and managed teams of up to 40 members, overseeing more than 100 projects. My proficiency in nurturing client relationships and a strong aptitude for learning, critical thinking, and team leadership equips me to thrive in challenging roles that demand responsibility and innovation.
Overview
13
13
years of professional experience
Work History
Senior Investment Manager
TianAn Property Insurance Co., Ltd
03.2016 - 04.2021
- Enhanced client satisfaction by providing investment recommendations based on financial goals.
- Collaborated with colleagues to optimize investment strategies, sharing market insights and expertise.
- Conducted due diligence on potential investments to minimize risks and ensure alignment with client objectives.
- Maintained compliance with regulatory requirements while executing investment strategies, ensuring adherence to ethical standards and industry best practices.
- Developed strong relationships with clients through regular communication and updates on portfolio performance.
- Presented investment opportunities to potential clients during sales pitches, securing new business for the firm.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Collaborated with internal teams to develop customized investment solutions for institutional clients.
Equity Investment Manager
Huaxia Life Insurance Co., LTD
08.2013 - 03.2016
- Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
- Negotiated favorable terms with external service providers to reduce operational costs for the firm without compromising quality or efficiency.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Conducted financial due diligence on potential investments and acquisitions.
Sales Engineer
Endress+Hauser Germany Ltd
09.2008 - 07.2011
- Established long-term relationships with key clients for repeat business and referrals, cultivating a strong network within the industry.
- Developed customized proposals that demonstrated a clear understanding of client requirements and offered compelling solutions to meet their unique needs.
- Identified and supported resale opportunities to achieve sales plans.
- Delivered technical sales presentations to prospects and presented benefits and value of products.
- Gathered valuable feedback from clients on product performance, sharing insights with engineering teams for continuous improvement efforts.
- Provided technical support to customers during pre-sales consultations, addressing concerns, and offering solutions tailored to their needs
Education
Master of Science - Energy Management
New York Institute of Technology
Vancouver, BC05.2024
Master of Arts - International Finance
LINGNAN University of Hongkong
Hongkong09.2012
Bachelor of Science - Electrical Automation
Beihang University
Beijing China07.2008
Skills
Portfolio Management
- Private Equity Investments
- Investment performance analysis
- Business Development
- Mergers and Acquisitions
- Critical Thinking
- Relationship building and management
- Goal Setting
- Business Relationship Management
- Sales Professional
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Senior Investment Manager
TianAn Property Insurance Co., Ltd
03.2016 - 04.2021
Equity Investment Manager
Huaxia Life Insurance Co., LTD
08.2013 - 03.2016
Sales Engineer
Endress+Hauser Germany Ltd
09.2008 - 07.2011
Master of Science - Energy Management
New York Institute of Technology
Master of Arts - International Finance
LINGNAN University of Hongkong
Bachelor of Science - Electrical Automation
Beihang University
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