• Achieved $12 million in personal investment and lending volume annually by providing tailored financial advisory• Assisted small business clients with their credit needs by performing financial analysis and providing term loan and line of credit to help them achieve business expansion• Received outstanding and higher than target LEI (Legendary Experience Index) score through proactive relationship management and collaboration with partners from all lines of business• Awarded… Show more • Achieved $12 million in personal investment and lending volume annually by providing tailored financial advisory• Assisted small business clients with their credit needs by performing financial analysis and providing term loan and line of credit to help them achieve business expansion• Received outstanding and higher than target LEI (Legendary Experience Index) score through proactive relationship management and collaboration with partners from all lines of business• Awarded Quarterly Spotlight, a merit given to top scorecard performers in district, in Q3 2021 and Q4 2021 Show less

• Grew the portfolio AUM by $700,000 in five months by performing dedicated client outreach and providing extensive product knowledge to prospective investor• Built strong network externally by building relationship with COIs and participating in relevant events • Coordinated sales events and shareholders’ events for over 50 people

• Facilitated communication between project team members and partner institutions• Assisted website management and promotion on social media accounts such as Weibo and increased followers by 30%• Completed a wide variety of tasks including file translation, data entry and content writing• Helped create event publicity for special events and received good feedback

• Wrote promotional posts on club Facebook page which got 338 followers• Designed posters and Facebook page cover photos by using Adobe Photoshop for event publicity• Recruited more than 100 new members on UBC Imagine day• Planned one of our monthly discussion events and achieved 50+ attendees• Worked as dialogue facilitators in the events and received good feedback

• Managed digital assets by using Assetbank which largely increased team efficiency• Helped senior marketing manager do some clerical task including data collection and data analysis• Took photographs in events as social media marketing materials

• Taught high school students English as preparation for IELTS test• Organised and delivered classroom lectures to students daily• Evaluated students' class work and assignments

• Helped teachers correcting exams and assignments timely for the completion of teaching schedule• Gave office hours to students and helped them achieve satisfactory grades• Efficiently worked under pressure in fast-paced environment