Sunny Geng
Brisbane,QLD
Summary
Experienced with providing comprehensive financial advice and investment strategies. Track record of building strong client relationships and delivering personalized financial plans.
In the other hand, Property management professional prepared to deliver exceptional service and results. Brings valuable experience in managing property operations, tenant interactions, and lease negotiations. Highly collaborative and adaptable, known for effective teamwork and achieving goals.
Furthermore, knowledgeable with solid foundation in identifying growth opportunities and fostering client relationships. Demonstrated strong analytical skills and effective communication in team settings.
Organized professional prepared for this role with solid background in administrative support and executive assistance. Skilled at managing complex calendars, coordinating meetings, and handling sensitive information with utmost confidentiality.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
Guosen Securities
11.2022 - 09.2025
- Assisted clients in identifying financial goals and investment strategies.
- Conducted market research to evaluate investment opportunities and trends.
- Supported the development of client financial plans using various planning tools.
- Facilitated new client onboarding process and investment account setup.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Built strong relationships with clients, fostering trust and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Engaged in continuous learning about investment vehicles and portfolio management techniques.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Assistant Property Manager
BrisVillage
06.2019 - 08.2022
- Coordinated tenant communications to ensure timely responses and satisfaction.
- Assisted in lease administration, including renewals and compliance documentation.
- Managed property maintenance requests, ensuring prompt resolution and tenant comfort.
- Developed marketing materials for vacant units, enhancing visibility and attracting potential tenants.
- Streamlined tenant onboarding processes, improving efficiency and experience for new residents.
- Collaborated with vendors to coordinate service contracts, optimizing cost-effectiveness and quality of service.
- Maintained accurate financial records, supporting budget preparation and expense tracking initiatives.
- Coordinated move-ins and move-outs, ensuring smooth transitions for both tenants and property management team.
Business Development Analyst
New Bridge International
09.2015 - 04.2019
- Analyzed market trends to identify growth opportunities and inform strategic decision-making.
- Developed and maintained relationships with key stakeholders to drive business engagement.
- Conducted competitive analysis to assess positioning and recommend enhancements for service offerings.
- Collaborated with cross-functional teams to streamline project workflows and improve operational efficiency.
- Increased client base by developing and implementing targeted business development strategies.
Personal Assistant
Chinese Association on Tobacco Control
05.2014 - 05.2015
- Managed scheduling and coordination of meetings for executive leadership.
- Developed and maintained filing systems to ensure efficient information retrieval.
- Drafted correspondence and reports, ensuring clarity and adherence to organizational standards.
- Assisted in organizing events and workshops, enhancing community engagement initiatives.
- Conducted research on public health policies related to tobacco control, providing actionable insights.
- Streamlined office procedures, improving administrative efficiency across departments.
Tutor
Kumon Education Centre
03.2013 - 02.2014
- Developed individualized learning plans to enhance student comprehension and engagement.
- Assessed student progress regularly, adapting instructional strategies to meet diverse learning needs.
- Facilitated small group sessions, fostering collaborative problem-solving and critical thinking skills.
- Mentored junior tutors, sharing effective teaching methodologies and best practices for student success.
Volunteer/Tutor
Confucius Institute in Queensland University of Technology
06.2011 - 10.2012
- Evaluated student progress through ongoing assessments and provided targeted feedbackFostered a positive learning environment that encouraged student engagement and motivation
- Implemented instructional strategies to improve comprehension and retention of material
- Provided one-on-one tutoring sessions, tailoring instruction to meet the specific needs of each student while promoting independent learning skills.
- Increased student comprehension by utilizing personalized teaching methods and adapting to individual learning styles.
Education
Master of Business - Applied Finance
Queensland University of Technology
Brisbane, QLD03-2014
Bachalor - English
China Institute of Defence Science and Technology
BeiJing, China07-2008
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Sales and marketing
- Client relations
- Trust services
- Customer service
- Problem-solving
- Stress management
- Asset allocation
Certification
- [Area of expertise] License - [Timeframe]
Languages
English
Full Professional
Chinese
Native or Bilingual
Interests
- Music
- Hiking
- Acting and Theater
- Historical Exploration
- Drawing and Painting
Timeline
Financial Advisor
Guosen Securities
11.2022 - 09.2025
Assistant Property Manager
BrisVillage
06.2019 - 08.2022
Business Development Analyst
New Bridge International
09.2015 - 04.2019
Personal Assistant
Chinese Association on Tobacco Control
05.2014 - 05.2015
Tutor
Kumon Education Centre
03.2013 - 02.2014
Volunteer/Tutor
Confucius Institute in Queensland University of Technology
06.2011 - 10.2012
Master of Business - Applied Finance
Queensland University of Technology
Bachalor - English
China Institute of Defence Science and Technology