Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment.
Overview
2
2
years of professional experience
Work History
Financial Advisor
TradeMax Group
05.2023 - 11.2023
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Using professional tools (R, Python, Excel) for data analysis model construction, and won the first prize in the company's annual trading competition.
English Tutor
YingZhuo Eduacation Co. Ltd
12.2021 - 02.2023
Design personalized teaching plan according to students' English level and ability, supplement and strengthen accordingly for different students' weaknesses, with strong adaptability
Regularly improve teaching methods and quality of teaching based on feedback on student learning outcomes. Listening to parents' opinions and suggestions for continuous improvement and enhancement of teaching skills.
Education
Bachelor of Science - Early Childhood Education
Victoria University
Melbourne, VIC
09-2025
Bachelor of Arts - Bachelor of Finance And Banking
University of Adelaide
Adelaide, SA
07-2024
Skills
Relationship building and management
Attention to detail
Computer skills: proficiency in Office software as well as Xero Stata, understanding of Python programming basics
Data analysis skills: proficient in using Excel for data processing and analysis, with the ability to drive decisions through data
Languages
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Japanese
Limited Working
Timeline
Financial Advisor
TradeMax Group
05.2023 - 11.2023
English Tutor
YingZhuo Eduacation Co. Ltd
12.2021 - 02.2023
Bachelor of Science - Early Childhood Education
Victoria University
Bachelor of Arts - Bachelor of Finance And Banking