Mengqi Wu Email & Phone Number

Melbourne, Victoria, Australia

Sydney

Sydney

As a financial planning assistant joined Vista wealth management companyMy main responsibilities includes:1. Helped and assisted customer and team to fill in customer’s financial documents such as best interest checklist and re-authorisation forms 2. Assisted team with daily administrative needs such as mailing and filling documents 3. Collected customer’s further information and analysed their financial situation to provide better financial investment servicesAchievements:1. Created a new method of filling and organising documents to minimise the time cost2. Designed a new way to prioritise my daily tasks in order to maintain my professional performance

Melbourne Australia

Bank of China was one of the first foreign banks in Australia which holds a full range banking licence to provide services to individuals as well as business.Responsibilities:At Queen street Branch 1. Printing and scanning documents for administration department 2. Be a strong support for structure finance department in terms of collecting and preparing the business plan.3. Helping to entry the financial report in their risk analysis system for different company 4. Successfully met all the deadline under the pressure due to the high motivation and effective multitasking.At Chinatown branch1. First point of meeting customers 2. Direct customer in terms of their enquiries3. As a helper to file and organize all the documents they required.ACHIEVEMENTS Enhanced my ability to work effectively under pressure through careful planning and multitasking. Developed internal softer skills in terms of team work and customers services and sharpen data collecting, analysing and written skills.

Taught Postgraduate Ma Economics, Economics

provided solid training in microeconomic and macroeconomic principles and the quantitative method. taught how applied and policy-oriented.

Bachelor Of Commerce And Bachelor Of Economies, Actuarial Studies And Finance

4 years of education period with 2 degrees and triple majors of Actuarial studies and Finance and Economies.