YANMIN LIN
Brisbane,Queensland
Summary
Seeking a position in financial analysis and market research. Aiming to enhance related skills during an internship to lay a solid foundation for future career development.
Overview
6
6
years of professional experience
4
4
Certification
Work History
Investment Advisor and Client Manager
Guosheng Securities Co., Ltd.
12.2019 - 12.2023
- Provided professional investment consultation for high-net-worth clients, optimizing investment portfolios
- Analyzed macroeconomic trends, industry trends, and individual stock performance to offer personalized investment advice
- Promoted and sold financial products, assisting clients with investment decisions
- Monitored client investment performance, regularly adjusted portfolios to minimize risk
- Conducted market research, analyzed market changes, and identified new investment opportunities
- Coordinated team efforts to improve client service quality and efficiency
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Client Manager
Great Wall Securities Co., Ltd.
09.2017 - 10.2019
- Developed and maintained client relationships, enhancing client satisfaction and loyalty
- Provided consultation and sales services for financial products including stocks and mutual funds
- Analyzed client needs and customized personalized investment plans
- Monitored market trends and provided market analysis and investment advice
- Organized client engagement activities to increase client retention
- Assisted clients with account transactions, including account opening and fund transfers
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Education
Master of Economics - Economics
University of Queensland
Brisbane QLD07.2025
Bachelor of Arts - Economics
University of California, Irvine
Irvine California 06.2017
Skills
- Securities analysis tools
- Market analysis
- Investment judgment
- Excel
- Bloomberg
- SPSS
- Python
- Data analysis
- Modeling
- English communication
- Teamwork
- Leadership
- Task management under pressure
Problem-solving skills
Creative Thinking
Verbal and written communication
Customer Service-Oriented
Accomplishments
September 2020
Participated in the fundraising efforts for a private equity fund under NianKong, successfully securing 20% of the total funds raised, showcasing excellent fundraising abilities and client relationship management skills.
July 2021
Contributed to the bond issuance project for Jiangxi Shangrao Binjiang Investment Group, handling critical preliminary tasks such as market research, bond issuance plan design, and risk assessment, laying a solid foundation for project success.
Throughout 2022
Managed part of the company's training projects, focusing on investor education and serving hundreds of clients, effectively enhancing client investment literacy and the company’s brand influence.
Certification
- Investment Advisor Qualification
- Securities Qualification
- Futures Qualification
- Mutual Fund Qualification
Hobbies and Interests
- Badminton, Passionate about badminton, participating in various amateur tournaments, which has enhanced physical fitness and team collaboration skills. Learned to maintain focus under pressure and adapt to challenges through the sport.
- Reading, Enthusiastic about books on economics, investment theories, and market trends, continuously expanding professional knowledge and maintaining keen insight into the financial industry. Also interested in psychology and history, enhancing understanding of human nature and societal development.
- Photography, Enjoy photography, especially capturing natural landscapes and everyday moments. Through the lens, I record beautiful moments, developing attention to detail and aesthetic awareness. Photography has also taught me patience and creativity, allowing me to see things from different perspectives.
Languages
Chinese (Mandarin)
Native or Bilingual
Japanese
Elementary
Timeline
Investment Advisor and Client Manager
Guosheng Securities Co., Ltd.
12.2019 - 12.2023
Client Manager
Great Wall Securities Co., Ltd.
09.2017 - 10.2019
Master of Economics - Economics
University of Queensland
Bachelor of Arts - Economics
University of California, Irvine
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