Michael Cheung
Canberra,ACT
Summary
Proven Financial Advisor with a track record of fostering client loyalty and building wealth at Golden Tank Financial Consulting Company. Expert in investment advice and relationship management, I've significantly enhanced client portfolios through strategic planning and market analysis. Skilled in risk assessment and wealth management, my approach has consistently led to satisfied clients and long-term financial success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Golden Tank Financial Consulting Company
09.2023 - Current
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Junior Financial Advisor
Violet Beauty Group
07.2022 - 08.2023
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Analyzed clients'' risk tolerance levels, crafting tailored investment strategies to align with their individual needs.
- Contributed to the development of internal resources, such as template financial plans and investment strategy guides, enhancing efficiency across the team.
- Supported senior advisors during client presentations by preparing relevant materials and providing insightful analysis of proposed strategies.
- Strengthened client relationships with regular follow-up meetings and consistent communication regarding their investment portfolios.
- Built strong referral networks through strategic partnerships with other professionals in the finance industry, resulting in increased business opportunities for the firm.
- Assisted in the recruitment and training of new team members, sharing industry knowledge and best practices to foster a high-performance work environment.
- Monitored client portfolios regularly, making adjustments as needed based on market fluctuations or changes in personal circumstances.
Financial Advisor Intern
Violet Beauty Group
02.2021 - 06.2022
- Improved client satisfaction by providing personalized financial advice and recommendations.
- Assisted in portfolio management for optimal investment performance and risk mitigation.
- Assisted in preparing monthly account statements reflecting accurate balances and transactions for each client''s portfolio.
- Managed client expectations effectively, setting realistic goals based on individual circumstances and market conditions.
Education
Bachelor of Science - Software Engineering And Applied Math
Australian National University
Canberra, ACT07.2022
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Sales and Marketing
- Risk Assessment
- Client Relations
- Wealth Management
- Stock market understanding
- Financial Forecasting
Accomplishments
- Achieved 300% growth in two months for High-Risk tolerant Clients.
- Achieved 23% steady growth quarterly for Mid-Risk tolerant Clients.
Certification
- RG146 - General knowledge
- RG146 - Derivatives
- RG146 - Foreign exchange
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Financial Advisor
Golden Tank Financial Consulting Company
09.2023 - Current
Junior Financial Advisor
Violet Beauty Group
07.2022 - 08.2023
Financial Advisor Intern
Violet Beauty Group
02.2021 - 06.2022
Bachelor of Science - Software Engineering And Applied Math
Australian National University
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