Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Zhaobin Zhang

WEST MELBOURNE,VIC

Summary

Hardworking Account Manager with 1.5 years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.

At the same time, as a financial analyst, I can provide general advice to clients on the financial market, including macro analysis, candle chart technical analysis, etc.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Analyst & Account Manager

Prospero Markets
MELBOURNE, VIC
07.2022 - 12.2023
  • Conduct weekly research on global macro events and write fundamental analysis reports.
  • Write technical analysis on various trading products including foreign exchange, gold, etc. every day.
  • Online seminars are held for clients four times a month, providing investment strategies, fundamentals, and technical analysis. And be responsible for the preparation of online lectures each time.
  • Responsible for KYC, solving trading issues and providing general advice, supporting the sales team by acquiring multiple new customers through referrals from existing customers and re-deposits.
  • Host offline events for high-value customers, provide or assist colleagues in macroeconomic analysis and Fundamental analysis.

Finance Intern

Oscar Oliver Capital
Melbourne, VIC
02.2022 - 05.2022
  • Rotating between Marketing, Human Resources, and Central Analytics.
  • In the marketing department, I drive traffic to the company through advertising on social media accounts.
  • In the Human Resources Department, I organize meetings, complete meeting minutes and summaries, and create relevant human resources forms for company use.
  • In the Analysis Department, I am responsible for the daily collection of financial market data, writing daily market analysis reports, and publishing them to the company's social media.

Mortgage Broker Assistant

JKK Solutions Ltd
Melbourne, VIC
01.2022 - 02.2022

Assisted Mortgage Brokers in setting up appointments with potential clients.

  • Maintained client databases, assistance with tracking and uploading client information using the broker engine.
  • Monitored market trends in order to provide current advice about mortgage options.
  • The AFG system can also be used to submit customer information to banks for mortgage loan submissions.

Education

Master of Commerce - Finance

University of Sydney
Sydney, Australia
06-2022

Master - Banking And Finance

Monash University
Melbourne, VIC
12-2020

Bachelor - International Economy And Trading

Guangdong Polytechnic College
Zhaoqing, China
07-2019

Skills

  • Derivatives Trading & Analytical Research
  • Customer Relationship Management
  • RG-146 Tire-1
  • Mandarin and Cantonese speeches

Certification

  • RG146

Languages

English
Professional
Chinese (Cantonese)
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual

Timeline

Financial Analyst & Account Manager

Prospero Markets
07.2022 - 12.2023

Finance Intern

Oscar Oliver Capital
02.2022 - 05.2022

Mortgage Broker Assistant

JKK Solutions Ltd
01.2022 - 02.2022

Master of Commerce - Finance

University of Sydney

Master - Banking And Finance

Monash University

Bachelor - International Economy And Trading

Guangdong Polytechnic College
Zhaobin Zhang