Sandra Lu Email & Phone Number

Markham, Ontario, Canada

• Repeat receive sunshine emails from customers.• Referral by customers for investment/ saving advice and lending needs.as of Oct 2020, total 9 lending deals were proceeding, $300,000/per deal in average.• Exceeded Money In goal 2019 by 115%, Wealth Referrals 2/weeks. Identify opportunity 1 out of 3 appointments. And booked 2 appointments out of 10 cold leads.• Identified business opportunities as seen by high quality closed partner referrals – 18 Financial Planning and 2 Private Investment Advice in fiscal year 2020• Developed and coached junior sales team members to deliver and exceed business results and assisted management team on a regular basis• Went above and beyond during every customer interaction by providing a comfortable and positive banking experience to ensure 100% customer satisfaction • Contributed to creating a positive, strong and cohesive team environment • Understanding client's life stage and providing sound advice to meet client's goal. • Providing tailored financial plan for client and on-going review with client to ensure that we meet client's financial goals • Analyzing client's risk tolerance by leveraging tools and resources and providing the best suited solution for clients.

Toronto, Ontario, Canada

* Helped client to find the right solution to fit their financial needs.* Focus on 4 areas; banking needs, borrowing needs, investment needs and "what if" needs* Maintain a long-term client relationship extended to next generation.* Sustain a growing relationship through referral.

Developing new client opportunityOrganizing office regulationsNew staffs trainingMaintaining client relationship and investment evaluationEvaluate mutual fund performance for proper clientsCombine different financial products to clients' asset portfolio

-Work with members on how to achieve their health needs-promote different nutrition added on daily diet -group discussions on sharpening communication skills

Taiwan

*Asssist telemarketing representative to reach their goal*Assign client lists to representatives*Client policy problem shutting*Overview representatives' wording on products*Motivate representatives

Identify clients’ financial needs Design a financial proposal for private institutes and corporations Given speeches to different clubs and organizations. Assist clients to remodel investment portfolio Seek potential clients around the island for the company Worked with asset management firms to set up clients wealth plan

Maintain current customers’ needs and deepen the relationship with bank Introduce financial products to customers and match the needsKeep risk control of the bank by evaluating the transactions. Consult with private clients about their individual needs especially on tax and arrange specific bank account to match their needs Design customer’s financial plan; including investment and other related matters

Kaohsiung City

Mba Candidate, Global Mba

Bachelor Of Arts (B.A.), Economics