Summary
Overview
Work History
Education
Skills
Awards
Accomplishments
Languages
Work Availability
Timeline
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Simu Huang

Simu Huang

Clayton,VIC

Summary

As a recent graduate of Monash University's Master of Banking and Finance programme, I effectively combine deep theoretical knowledge with practical financial expertise to translate theory into my capabilities. I have excelled in my studies, demonstrating my ability to apply complex financial principles to real-world scenarios. I have studied key areas such as international banking, financial modelling and portfolio management, enhancing my skills in financial analysis and strategic investments. I actively participated in practical simulations and seminars at Monash University to hone my skills in financial statement analysis, risk management and asset allocation. I am actively involved in finance clubs and case competitions, and these practical activities have helped me to effectively translate theory into my own capabilities. My professional experience includes internships at the Agricultural Bank of China and China Life Insurance Company, which directly impacted operational efficiency and customer satisfaction. In these roles, I gained an in-depth understanding of financial analyses and investment management, and improved relationships with clients through expert support and training. Additionally, I was actively involved in community service through the Hubei Enshi Volunteer Association, where I played a leadership role in crises such as flood relief and pandemic response, and received numerous awards. Fluent in French, and proficient in Python and Microsoft Office, I have a multifaceted skill set that is well suited to a diverse technical environment. My combination of analytical skills, hands-on experience, and dedication to my community make me a strong candidate ready to make an impact on my future career. Upbeat and personable with a knack for building rapport and fostering relationships. Possesses an in-depth understanding of product knowledge and essential sales techniques, including effective communication and problem-solving. Capable of driving customer satisfaction and contributing to revenue growth.

Overview

4
4
years of professional experience

Work History

Salesperson

Spicy Heaven
09.2023 - Current
  • Worked to build relationships with customers and built potential for additional sales.
  • Developed relationships with clients for increased loyalty and repeat business.
  • Collaborated with team members to reach collective sales goals, fostering a supportive work environment.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Greeted new customers, discussed specials, and took drink orders.
  • Boosted overall sales by confidently recommending daily specials and upselling menu items.

Financial Analysis and Investment Management Assistant

Agricultural Bank of China
03.2022 - 03.2023
  • During my internship at the Business Office of the Agricultural Bank of China Jianshi County Branch, I worked as a Financial Analysis and Investment Management Assistant
  • My primary job responsibilities were to assist in reviewing financial statements, credit reports, and loan applications to ensure the efficiency and financial soundness of the bank's operations
  • In addition, I fully supported the Portfolio Manager in the investment decision-making process
  • I am responsible for implementing and executing the firm's investment policies, including asset allocation, recommending securities and selecting other investment vehicles to help clients achieve their investment goals
  • I work closely with portfolio managers to prepare accurate presentations for client and prospect meetings using detailed portfolio data and analyses
  • In monitoring portfolios, I learnt how to effectively identify and manage potential investment risks, ensuring the accuracy of discretionary status and client-directed holdings, thereby reducing investment risk
  • Through working with senior colleagues, I gained an in-depth understanding of equity investment vehicles and appropriate portfolio-matching strategies
  • This internship experience has greatly enriched my knowledge of financial analysis and investment management, given me a clearer understanding of my career direction, and strengthened my confidence and determination to pursue a career in the financial services industry in the future
  • At the same time, it has also laid a solid foundation for me to meet future career challenges

Clothing Salesperson

UNIQLO
06.2021 - 09.2021
  • Provided feedback to management regarding popular items or customer requests for specific products or sizes.
  • Collaborated with team members to create attractive window displays that showcased the latest fashion trends.
  • Maintained a clean, organized, and visually appealing merchandising presentation to attract potential buyers.
  • Developed long-term relationships with customers by remembering preferences and offering personalized styling advice.
  • Assisted customers in selecting appropriate clothing items for various occasions, ensuring satisfaction and repeat business.
  • Monitored fitting rooms during busy periods while ensuring a welcoming environment for all customers trying on garments.
  • Participated in staff training sessions on new products or seasonal collections to maintain expert knowledge of store offerings.
  • Kept neat and organized apparel section by folding clothing on proper shelves and hanging up clothing on proper racks.

Administration Intern

China Life Insurance
07.2020 - 08.2020
  • During the internship at China Life Insurance, I was primarily responsible for providing pre-sales training to insurance marketers to ensure they had the necessary skills and knowledge to effectively present and sell insurance products
  • My responsibilities covered several key areas: facilitating the sale of insurance products within the branch, providing pre-sales technical support, and identifying customer needs
  • I also managed data related to product sales, improving operational efficiency and document management through my excellent attention to detail, time management and strong organisational skills
  • In addition, I was the primary point of contact for customer enquiries and account assistance, where I honed my communication skills and developed a deep understanding of customer needs and expectations
  • This role is key to maintaining high customer satisfaction and building trust, which in turn helps the sales team build long-term relationships with customers
  • My knowledge of insurance products, including policies, claims and underwriting, has also improved significantly, enabling me to provide accurate and comprehensive support to the sales team
  • This knowledge enables them to gain an in-depth understanding of the products and answer customer queries with confidence
  • Co-operation and teamwork are also vital in my role and I work closely with colleagues to follow up on customer and marketing activities
  • We share goals and support each other to achieve departmental objectives, which not only improves our team's performance but also enhances our collective problem-solving and customer service skills

Education

Master of Banking and Finance - Banking and Finance

Monash University
Caulfield, VIC
07-2025

Bachelor of Economics in Finance - Finance

China Three Gorges University
Hubei, China
06-2022

Bachelor of Arts in French - French

China Three Gorges University
Hubei, China
06-2021

Skills

  • Market size estimation
  • Project investment and financing analysis
  • Data visualisation
  • Strategic insights
  • Financial statement analysis
  • Business negotiation
  • Python
  • Microsoft Office
  • Eviews
  • Customer care
  • Customer Relationship Building

Awards

  • University 3rd Class Scholarship & Merit Student of the School of Economics and Management, 04/01/22
  • Outstanding Graduate in the Dual Degree French Programme, 06/01/21
  • Provincial 2nd Prize of China University Economic Decision-Making Virtual Simulation Experiment Competition, 06/01/21
  • Outstanding Volunteer in Flood Relief Efforts, 08/01/20
  • Outstanding Volunteer for COVID-19 Response, 06/01/20
  • Distinguished Member of the Students' Union, 06/01/19
  • University 2nd Prize in 5th China 'Internet+' College Students Innovation and Entrepreneurship Competition, 04/01/19

Accomplishments

  • Vice Minister of Organization Department of Student Union of Youth League Committee
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Volunteer for epidemic prevention and control
  • Volunteer for flood fighting and rescue
  • Volunteer for safe campus

Languages

English
Upper intermediate (B2)
Chinese (Mandarin)
Advanced (C1)
French
Elementary (A2)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Salesperson

Spicy Heaven
09.2023 - Current

Financial Analysis and Investment Management Assistant

Agricultural Bank of China
03.2022 - 03.2023

Clothing Salesperson

UNIQLO
06.2021 - 09.2021

Administration Intern

China Life Insurance
07.2020 - 08.2020

Master of Banking and Finance - Banking and Finance

Monash University

Bachelor of Economics in Finance - Finance

China Three Gorges University

Bachelor of Arts in French - French

China Three Gorges University
Simu Huang