Zheng Qiao
North York,ON
Summary
Background in sales and understanding of how to build customer loyalty And experience in market trading with an understanding of multiple financial product trading methodologies, including commodities, equities and fixed income. In-depth knowledge of trading strategies and systems and commodity risk. Attention to detail and strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Stockbroker & Personal Account Manager
China Merchants Securities Co., Ltd
04.2022 - 04.2023
- Work with clients to maintain relationships and provide comprehensive support and guidance by assessing their financial situation and providing rationalized financial management advice to preserve and increase value of their assets.
- Understood commercial banking needs, business models and company operations to establish opportunities for company to work with six commercial banks and large corporations.
- Added over $3 million in capital to company's belt.
Member/Analysis
Prosper's Marketing Plan Development Program
07.2021 - 07.2021
- Responsible for market analysis, proposing three different target segments for consumers in other professions, focusing on the interests of intermediaries and meeting the needs of the family and working population. Developed new marketing and sales programs and increased operating income through segmentation.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Skilled in working independently and collaboratively in a team environment.
- Self-motivated with a strong sense of personal responsibility.
Member/Analysis
CarMax Corporation Project
04.2021 - 04.2021
- Through the research and analysis of CarMax's financial data by Bloomberg and database, compare CarMax's leading position in the market, the advantages and disadvantages it has compared with its peers, and the environmental and political factors that hinder CarMax's development. Provide data support and recommendations for the subsequent development of CarMax.
- Ability to work independently and collaboratively in a team environment.
- Ability to identify problems, analyze information and provide solutions to problems.
Education
Bachelor of Commerce - Finance
Sprott School of Business, Carleton University
Ottawa06.2022
Skills
- Proficiency in Microsoft Office series tools, Google series tools and basic Python, Java, Bloomberg, etc
- Financial analysis skills
- Effective communication skills
- Teamwork skills
Timeline
Stockbroker & Personal Account Manager
China Merchants Securities Co., Ltd
04.2022 - 04.2023
Member/Analysis
Prosper's Marketing Plan Development Program
07.2021 - 07.2021
Member/Analysis
CarMax Corporation Project
04.2021 - 04.2021
Bachelor of Commerce - Finance
Sprott School of Business, Carleton University
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