Charlie (Zuhua) Li
North Vancouver,BC
Summary
Having Master's Degree in Investment and Finance and Bachelor's Degree in Economics. Self-motivated and highly driven individual with extensive experience in providing Life Insurance and Investment advices to clients. Proven ability to establish strong relationships with clients, analyze and provide solutions for complex problems. Possesses excellent communication and organizational skills, with the ability to work independently and within a team environment. Feel prepared to use all experiences and abilities for the next step.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance & Investment Adviser
Crius Financial Services Corp.
Burnaby, Canada
03.2023 - Current
- Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns with their current and changing needs.
- Provided comprehensive financial advice to clients, demonstrating strong knowledge of investment products and services.
- Implemented best practices in customer service while responding promptly to inquiries from current and potential customers.
- Networked with potential clients and built business relationships.
Equity Research Analyst
Shenzhen Zhitong Caijing Information Technology Services Co., Ltd.
Shenzhen, China
07.2021 - 04.2022
- Provided Hong Kong stock market investment strategies for investors and wrote macro investment strategy reports by conducting research to analyze macroeconomy, industry, and company.
- Track macroeconomic performance and Hong Kong stock market dynamics, analyze and evaluate relevant information and data, establish investment strategy themes, and industry allocations, etc.
- Wrote analyzed reports for customers who are listed companies or during the IPO in the Hong Kong stock market.
- Maintain a good relationship with investment customers by using research results for customer services.
- Moreover, provide analysis research reports (including financial products) and investment opinions for customers
Manager Trainee
Artsy Contracting Company Ltd.
Delta, Canada
02.2019 - 04.2021
- Have knowledge about how to manage inventory, assets, and customer interactions for maximum business success.
- Built strong relationships with customers and business partners by personally reaching out to discern needs and address concerns.
- Delivered regular updates to team members and tracked performance to maintain the company's safety culture.
- Worked with the leadership team to address challenges, refine group operations, and communicate changes as needed.
Education
Master's degree - Investment and Finance
Queen Mary University of London
10.2018
Bachelor of Arts (B.A.) - Economics
The University of British Columbia
01.2016
Skills
- Life Insurance and Investment
- Customer understanding
- LLQP
- Multitasking
- Precision and Attention to Detail
- Building Relationships
- Product Knowledge
- Customer Understanding
Certification
- Life Licence Qualification Program (LLQP)
Languages
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Full Professional
Timeline
Insurance & Investment Adviser
Crius Financial Services Corp.
03.2023 - Current
Equity Research Analyst
Shenzhen Zhitong Caijing Information Technology Services Co., Ltd.
07.2021 - 04.2022
Manager Trainee
Artsy Contracting Company Ltd.
02.2019 - 04.2021
- Life Licence Qualification Program (LLQP)
Master's degree - Investment and Finance
Queen Mary University of London
Bachelor of Arts (B.A.) - Economics
The University of British Columbia
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