李欣瑶

Mastered techniques
23 销售总监/客服专员/财务分析员住在 中国国籍 中国
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简介

1.A self-motivated candidate is equipped with hands-on work experience in financial management of fund, securities, insurance, project investment and financing, and reiki healing, is familiar with financial management, customer service and portfolio construction, and is good at psychological consultation and analysis. 2.An international economics and trade undergraduate has professional financial knowledge, good risk compliance awareness and keen market insights and possesses good abilities in interpreting and analyzing data. 3.A detail-oriented person with logical thinking and a strong sense of responsibility possesses excellent learning ability, robust execution, and good problem-solving, coordination and communication skills, and has outstanding abilities to integrate resources and resist pressure. 4.An impressive individual with a great passion for the positions of financial investment consultant and cross-border e-commerce product manager sincerely hopes to join your company to receive professional training and learn new knowledge at work.

工作经历

Mastered techniques

Reiki Healer (Freelancer)
2024.08-至今(9 个月)
1.Mastered techniques of reiki healing and psychological counseling; performed reiki healing for more than 50 times to facilitate others’ self-connecting, mind expanding and mission defining and transmit positive energy. 2.Received constant training to improve professional skills; expanded reiki healing via referral and WeChat Moment and provided physical and mental healing and spiritual guidance services to over 50 customers.

Investment Advisor

Shenzhen Golden Axe Network Technology Co., Ltd.
2024.05-2024.09(5 个月)
1.Developed over 90 new insurance customers through telemarketing and community operation; took charge of 50 fund regular customers and opened more than 50 new fund accounts; provided professional investment advice to customers, with a customer satisfaction rate of 98%. 2.Analyzed customers’ financial condition and risk preference to personalize more than 20 customized insurance and fund portfolio plans. 3.Increased the scale of fund positions from 0 to 5 million via portfolio allocation and post-investment management, with the maximum amount for a single customer reaching 1 million; dynamically adjusted the portfolio to realize the yield rate of 7%. 4.Implemented the risk control strategy to ensure investment safety and control the overall withdrawal of the portfolio within 10%.

Debt Business Assistant

Shantou Investment Holding Group Co., Ltd.
2024.01-2024.04(4 个月)
1.Communicated and discussed with financial leasing and bank customers to provide professional investment advice and introduce 5 solutions, meeting their investment demand. 2.Assisted in completing institutional bond issuance projects and asset allocation and investment projects; handled over 5 projects including high-speed railway station, railway base, water plant and airport. 3.Participated in the professional training of inter-bank and inter-government bond market operation mechanism and investment strategy to learn the business process and regulations of institutional bond issuance and effectively improve business skills. 4.Evaluated risks based on investment demand and risk preference to ensure the investment and financing safety and reduce the risk rate to 0.5%.

2401 Financial Big Model Industry Research Intern

Nanjing TRS Intelligent System Co., Ltd.
2024.01-2024.02(2 个月)
1.Participated in the project of Research on the Application of AI-based Digital Human Brain in Banking Industry to analyze the application of AI in the banking industry and prepare a report, with the accuracy of analysis reaching 95%. 2.Lead a team of six members to complete project tasks and demonstrated good industry analysis skills and technical understanding, with the project completion rate of 100%.

Channel Manager

Essence Securities (SDIC Securities ) Shantou Branch
2022.07-2022.08(2 个月)
1.Served as the team’s student committee to manage interns in the branch and the business department, wining the honor of "Outstanding Intern". 2.Had job rotation in the channel development department, wealth consulting department, general department and other departments to perform account opening, financial management, publicity and planning tasks, etc. 3.Proactively received visitors to introduce investment strategies and techniques; opened more than 20 customer accounts and successfully expanded customer resources. 4.Prepared marketing and promotion plans of offline customers and edited company event videos to effectively improve customer satisfaction, receiving recognition from superiors and colleagues.

教育经历

Shantou University

Bachelor of International Economics and Trade
2020.10-2024.07(4 年)
1.Core Crouses: Foundations of Data Analysis with Python, Corporate Finance, Accounting, Business Statistics, Finance, International Economics, International Trade, International Investment, etc. 2.Awards &Honors: Obtained Annual Outstanding Class Cadre; served as the general youth league branch secretary and led the class to won the Red Flag Communist Youth League Branch and the first prize in the 2022 Aster Cup Industry Analysis Competition of Shantou University

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