Angelina CHEN
Auckland,AUK
Summary
Strategic-thinking individual experienced in turning low-performing team into top revenue producers.
Outstanding communication abilities with exceptional interpersonal skills for effective client connections and identifying new business prospects.
Proficient business processing expertise in business processing with a talent for swiftly and accurately completing routine tasks to ensure high-quality and efficient work output.
Highly adaptable : capable of maintaining optimal work conditions under varying workloads, thriving in high-pressure environments and ensuring task completion.
Positive mindset and excellent resilience , characterized by a sunny, generous, and genuine nature,able to sustain a positive work attitude
Strong organizational capabilities ,as a team contributed and experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Problem-solving expertise, pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Community Volunteer
Vinnies Op Shop
2024.08 - Current
- Enhanced the effectiveness of local nonprofit organizations by providing ongoing volunteer support.
- Exhibited excellent communications and customer service relations skills.
- By classifying and sorting of donated items, contributing to raising funds to support animals in need and helping the homeless community.
- Engaged with customers through positive and proactive communication, enhancing their shopping experience while promoting charitable causes.
- Played a key role in fundraising efforts by effectively transforming donated items into valuable resources for charity, helping to provide support to vulnerable groups.
Institutional Wealth Director
Northeast Securities Co., Ltd.
2023.09 - 2024.03
- Responsible for the business development of individual customers，improve the total assets through active customer relationship management, and effectively minimise customer loss.
- Focus on the development of institutional clients, including private equity and public company clients, to strengthen institutional teams' development
- In-depth understanding of customers' individual needs, including investment and financing, wealth inheritance, asset allocation
- Optimized inventory management to minimize costs and ensure product availability.
- Improved team morale and productivity by implementing comprehensive professional development program.
Investment Advisor
China CICC Securities Co. LTD
2022.03 - 2023.08
- Protected client assets by monitoring portfolios closely, adjusting allocations as needed based on market conditions.
- Evaluated customer financial situations and objectives in order to recommend most applicable products for protection, debt clearance, savings or general financial independence.
- Contacted potential clients to pursue sales and gather funds.
- Created customized asset allocation models specifically designed for each client''s unique circumstances, maximizing potential returns while minimizing risk exposure.
- Reviewed portfolio histories and adjusted plans to optimize performance.
- Developed comprehensive financial plans, addressing clients'' specific needs and objectives.
- Maintained compliance with all regulatory requirements, ensuring accurate record-keeping and reporting processes were followed diligently.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Product Development Manager
Huaxia Bank Co., Ltd. Shanghai Branch
2012.07 - 2021.07
- Business development : responsible for promoting and guiding the business development of banking institutions, conducting market segmentation, refining marketing strategies and service programs, and carrying out effective business development activities in public institutions, taxation, medical and other fields, the scale under management is nearly 1 billion.
- Bidding business management : government agencies business and large-scale bidding project management has a deep practical, responsible for bidding work, organizing finalist materials, formulating bidding documents, carrying out speech and presentation of the bid, and fund management after winning the bid. Completed more than 20 tender document per year
- Product and service upgrade : personalized product customization, optimize sales and service process and other aspects of continuous product and service upgrade, improve sales completion rate.
- Customer satisfaction : develop different product solutions to meet the different needs of customers, improve customer experience with high-quality and efficient services
- Enhance culture of compliance : cooperate with compliance and legal departments to optimize product sales process.
- Report management : according to the requirements of the head office and branches, regularly prepare various investment analysis reports and write various reports.
- Relationship maintenance : promoting high-level meetings, communicating with the municipal/district government.
- Research and analysis : conducted comprehensive market research to identify untapped opportunities for new product development or improvement of existing products, conducted market research to understand customer needs and identify potential opportunities
- Training : led team of marketing professionals, offering mentoring and coaching to build knowledge and skills.
- Created and managed social media campaigns to increase brand engagement.
- Improved internal collaboration between departments such as IT, accounting, marketing using effective communication strategies.
- Evaluated competitor offerings, gathering insights to inform future product enhancements and maintain a competitive edge.
- Enhanced product development processes by streamlining workflows and improving communication between departments.
Education
M.D. - Financial Analysis
University of New South Wales
Sydney,NSW03.2012
Bachelor of Accounting - Accounting
Latrobe University
Australian03.2011
Skills
CFA Chartered Financial Analyst Level II
Strategic Planning
Verbal and written communication
Creativity and Innovation
Languages
Chinese (Mandarin)
Native language
Certification
- Chartered Financial Analyst (CFA) - CFA Institute.
Additional Information
Huaxia Bank Co., Ltd. is a publicly traded commercial bank in China.It is based in Beijing and was founded in 1992.
reference：https://en.wikipedia.org/wiki/Huaxia_Bank
https://www.hxb.com.cn/en/
China International Capital Corporation Limited (CICC; 中国国际金融股份有限公司) is a Chinese partially state-owned multinational investment management and financial services company. Founded in China in 1995, CICC provides investment banking, securities and investment management services to corporations, institutions and individuals worldwide.
reference：https://en.wikipedia.org/wiki/China_International_Capital_Corporation
https://www.cicc.com.cn/en/
Northeast Securities Co., Ltd. was formerly known as Jilin Securities Company and was established in 1988. In June 2000, with the approval of the China Securities Regulatory Commission, Northeast Securities Co., Ltd. was established through capital increase and share expansion.The company is registered in Changchun City, Jilin Province, with a registered capital of 2.34 billion yuan.
reference：https://www.nesc.cn
Timeline
Community Volunteer
Vinnies Op Shop
2024.08 - Current
Institutional Wealth Director
Northeast Securities Co., Ltd.
2023.09 - 2024.03
Investment Advisor
China CICC Securities Co. LTD
2022.03 - 2023.08
Product Development Manager
Huaxia Bank Co., Ltd. Shanghai Branch
2012.07 - 2021.07
M.D. - Financial Analysis
University of New South Wales
Bachelor of Accounting - Accounting
Latrobe University
- Chartered Financial Analyst (CFA) - CFA Institute.
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