Financial Analyst/ Trader Intern July 2023- October 2023
BCR. Pty. Ltd, Sydney, Australia
- Independently recognized and cultivated over 10 potential new clients, enhancing the company's client base, and optimizing customer management processes.
- Successfully communicated the advantages of our products to potential clients through engaging PowerPoint presentations, which significantly improved client understanding and satisfaction, leading to a 20% increase in client conversion rate.
- Actively engaged in various marketing initiatives, including digital marketing and face-to-face promotions, effectively boosting brand exposure and market share.
- Took charge of tracking and recording client feedback, promptly relaying crucial insights to relevant teams to enhance product and service quality.
Financial Internship July 2021- September 2021
CICC Wealth Management Securities Company, Guangzhou, China
- Managed and processed 400+ client records, employing Excel for data cleaning and integration, ensuring utmost accuracy and completeness of data.
- Leveraged exceptional communication skills to lead client follow-up initiatives, cultivating and strengthening relationships with a diverse client base, resulting in heightened customer satisfaction levels.
- Utilized Excel for data visualization, transforming intricate data sets into intuitive charts and graphs, facilitating seamless communication of vital information, and bolstering decision-making support within the company's internal simulation roadshow.
- Developed impactful PowerPoint presentations to showcase business achievements and potential during the internal simulation roadshow, effectively conveying key messages and enhancing the overall effectiveness of presentations.