ZHOU TIANQI
Greater Sudbury,ON
Overview
4
4
years of professional experience
Work History
Customer Manager
CCB Futures
11.2019 - 05.2022
- Led a team of 20 people responsible for market research, data collection and information collation for futures varieties mainly in agricultural products.
- Successfully identified an investment opportunity due to extreme weather changes, resulting in a significant return on investment for the client.
- Provided in-depth market analysis and strategic recommendations to clients, focusing on futures commodities such as corn.
- Advised on investment strategies based on thorough research, resulting in a 20% increase in annual return on investment.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Customer Manager
China Merchants Securities
07.2018 - 09.2019
- Led a team of 9 to work with the bank to expand the market and identify potential clients.
- Stayed current on industry news, regulations, and developments to maintain a competitive edge in the futures market.
- Discussed financial options with clients and provided informed suggestions.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Managed risk effectively with thorough research and analysis of market trends.
- Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
Education
MBA - MBA
Laurentian University
Greater Sudbury, ON01.2024
Master of Science - Banking And Finance
Queen Marry University of London
London, UK11.2017
Bachelor of Science - Accounting And Finance
University of Reading
Reading, UK07.2016
Skills
- Microsoft Excel
- Word
- PowerPoint
- Native in Chinese (Mandarin)
- Fluent in English
career objectives
Aspiring to advance my career in the financial sector with a focus on wealth management and financial advising. Dedicated to leveraging my analytical skills and market research expertise to provide high-quality, tailored advice to clients, enhancing their investment success and financial well-being.
Extra Internship Volunteer Experience
- 07/2014, 08/2014, Bank of Anshan Co., Ltd, Anshan, Clerk Internship
- 07/2015, 08/2015, Xiuyan Hope Primary School, Shenyang, Volunteer to teach, donate supplies
Timeline
Customer Manager
CCB Futures
11.2019 - 05.2022
Customer Manager
China Merchants Securities
07.2018 - 09.2019
MBA - MBA
Laurentian University
Master of Science - Banking And Finance
Queen Marry University of London
Bachelor of Science - Accounting And Finance
University of Reading
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