QIN JIN
Financial Broker
Chatswood,New South Wales
Summary
Dynamic Financial Broker with a proven track record at TT Financial International Pty Ltd, excelling in portfolio management and client management. Expert in fostering growth through strategic investment strategies and exceptional customer service, achieving sustained client satisfaction. Skilled in asset allocation and markets research, driving financial planning solutions with impactful results.
Overview
5
5
years of professional experience
Work History
Financial Broker
TT Financial International Pty Ltd
10.2022 - Current
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
Financial Broker
COG Mortgage Pty Ltd
09.2020 - 10.2022
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Education
No Degree - Certificate IV in Finance And Mortgage Broking
Elite Education Vocational Institute
Sydney08.2024
Skills
- Portfolio Management
- Asset Allocation
- Investment strategies
- Estate Planning
- Client management
- Customer Service
- Markets research
- Time management abilities
Timeline
Financial Broker
TT Financial International Pty Ltd
10.2022 - Current
Financial Broker
COG Mortgage Pty Ltd
09.2020 - 10.2022
No Degree - Certificate IV in Finance And Mortgage Broking
Elite Education Vocational Institute
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