Xin Wang Email & Phone Number | SUMMARY Experienced Personal Financial Advisor successfully manages specialty financial planning projects from inception to completion both in Investment and Lending. Excel at interfacing with internal partners at all levels to meet and exceed organizational goals. Operates well in a highly-competitive environment in which leadership skills are the key to success. CORE COMPETENCIES * Relationship Management * Tactical Decision Making * Client Satisfaction * Key Stakeholder Partnerships * Interpersonal Communication * Regulatory Compliance * Financial Analysis * Risk Management * Investment * Portfolio Management * Personal Lending * Account Development / Retention HIGHLIGHTS • In-depth understanding of affluent client’s financial service needs. • Strong knowledge and understanding of investment and credit products and services. • Effective communication skills and strong relationship building skills. Fluent in English and Mandarin. • Ability to work with internal and external partners to grow business. • Excellent presentation skills. • Well-built analytical skills in collecting, documenting, and interpreting data for projects. • Excellent individual metric of positive clients’ satisfaction feedback. • Outstanding results on sales targets.

Xin Wang

SUMMARY Experienced Personal Financial Advisor successfully manages specialty financial planning pro...
Montreal, Montreal, Canada

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Xin Wang’s Location Montreal, Montreal, Canada

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Financial Advisor

2018-01-01 00:00:00 - Present

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Xin Wang is a SUMMARY Experienced Personal Financial Advisor successfully manages specialty financial planning projects from inception to completion both in Investment and Lending. Excel at interfacing with internal partners at all levels to meet and exceed organizational goals. Operates well in a highly-competitive environment in which leadership skills are the key to success. CORE COMPETENCIES * Relationship Management * Tactical Decision Making * Client Satisfaction * Key Stakeholder Partnerships * Interpersonal Communication * Regulatory Compliance * Financial Analysis * Risk Management * Investment * Portfolio Management * Personal Lending * Account Development / Retention HIGHLIGHTS • In-depth understanding of affluent client’s financial service needs. • Strong knowledge and understanding of investment and credit products and services. • Effective communication skills and strong relationship building skills. Fluent in English and Mandarin. • Ability to work with internal and external partners to grow business. • Excellent presentation skills. • Well-built analytical skills in collecting, documenting, and interpreting data for projects. • Excellent individual metric of positive clients’ satisfaction feedback. • Outstanding results on sales targets.