ZhiZun Xu
Laval,QC
Summary
Dedicated and results-driven banking professional with a proven track record in financial management and client relations, seeking a transition to the dynamic role. Possessing a strong foundation in financial services, I bring a unique blend of analytical acumen, interpersonal skills, and a passion for creating memorable experiences. As a banker, I have honed my ability to understand and meet diverse client needs, and I am eager to leverage this skill set to more opportunities.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Mutual Funds Specialist
HSBC Bank of Canada
03.2022 - 03.2023
- Conducted transactions and reporting for compliance with regulatory standards and government's organization (CRA).
- Processed applications in Wealth Compass for account opening and amended investor's profile questionnaire.
- Bought or sold stocks, bonds and commodity futures on behalf of investment dealers.
- Maintained current understanding of applicable regulations and tax laws to keep funds in compliance with legal standards.
- Displayed strong telephone etiquette, effectively handling difficult calls to ensure high customer satisfaction.
Sales Advisor
Costco Wholesale
07.2019 - 04.2021
- Promoted products to increase brand awareness and achieved the highest sales of the week during every Road Show.
- Distributed product samples and brochures, flyers and other literature to inform current and prospective customers on latest product specifications and services.
Education
Bachelor of Arts - Human Relation – Organizational Development
Concordia University
MontrealDiploma - Business Management
LaSalle College
Montreal, QCSkills
- Interpersonal communication
- Sales technique development
- Inbound and Outbound Calling
- MS Office proficiency
- Client relationship management
- Human relation
Certification
Canadian Securities Institute (CSC) - Investment Funds Certification (IFC)
Affiliations
December 2021: McGill Children's Hospital
Facilitated a psychologically safe working environment for nurses.
Languages
French
Native or Bilingual
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Limited Working
Timeline
Mutual Funds Specialist
HSBC Bank of Canada
03.2022 - 03.2023
Sales Advisor
Costco Wholesale
07.2019 - 04.2021
Bachelor of Arts - Human Relation – Organizational Development
Concordia University
Diploma - Business Management
LaSalle College
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