Tianyang Yin
Wentworth Point,New South Wales
Summary
Personable candidate committed to helping clients meet financial goals. Passionate about providing sound financial advice and helping clients reach financial goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Treat customers with patience and responsibility, and do my best to meet customer needs. Love learning, eager to accept new knowledge and exercise yourself.
Overview
1
1
year of professional experience
Work History
Financial Planner
China Securities Co., Ltd.
Anhui , China
2022.04 - 2023.05
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
Education
Master of Commerce - Finance
University of Sydney
Sydney, NSW12.2024
Bachelor of Science - Economics
Ohio State University
Columbus, Ohio, US12.2021
Skills
- Account Performance Reviews
- Critical Thinking
- Report Writing
- Microsoft Excel
- Client Relationship Development
- Attention to Detail
Hobbies
Games，Movies，Chinese Music，Hamburger，Hiking
Languages
English
Limited Working
Chinese (Mandarin)
Native or Bilingual
Available work time
Available on Monday, Tuesday, Thursday, Friday, Saturday, Sunday
Timeline
Financial Planner
China Securities Co., Ltd.
2022.04 - 2023.05
Master of Commerce - Finance
University of Sydney
Bachelor of Science - Economics
Ohio State University
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