Tianyue Wei
Sydney,NSW
Summary
Dedicated and detail-oriented finance professional with robust customer service, multitasking, and time management skills. Committed to delivering exceptional service and creating memorable experiences for customers. Currently pursuing advanced studies in Finance and Business Analysis.
Overview
4
4
years of professional experience
Work History
Office Assistant
CBS Building Supply
San Francisco, California
02.2022 - 12.2022
- Managed incoming calls and greeted visitors, ensuring a welcoming environment
- Updated and maintained customer information and business records efficiently.
Bank Lobby Manager Intern
PingAn Bank Suzhou Branch
Suzhou
07.2021 - 10.2021
- Enhanced customer service goals through friendly, knowledgeable, and positive communication
- Strengthened customer relations and supported service objectives.
Investment Advisor Intern
PingAn Securities Grooup Suzhou Branch
Suzhou, Jiangsu
12.2019 - 01.2020
- Researched potential investments using both internal company data sources as well as external third party providers.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Educated clients on various investment options available in the marketplace.
Sales Assistant Intern
PingAn Insurance Suzhou Branch
Suzhou, Jiangsu
05.2019 - 08.2019
- Cultivated relationships with current customers through follow-up calls or emails.
- Developed detailed knowledge of all products offered by the company.
Education
Master of Science in Finance and Business Analysis -
University of New South Wales
Sydney, NSW05.2024
Bachelor of Science in Finance -
San Francisco State University
San Francisco12.2023
Skills
- Strong Interpersonal Skills
- Excellent Customer Service
- Effective Multitasking
- Office Administration
- Proficient in Office Software
- Fluent in both Mandarin and English
Timeline
Office Assistant
CBS Building Supply
02.2022 - 12.2022
Bank Lobby Manager Intern
PingAn Bank Suzhou Branch
07.2021 - 10.2021
Investment Advisor Intern
PingAn Securities Grooup Suzhou Branch
12.2019 - 01.2020
Sales Assistant Intern
PingAn Insurance Suzhou Branch
05.2019 - 08.2019
Master of Science in Finance and Business Analysis -
University of New South Wales
Bachelor of Science in Finance -
San Francisco State University
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