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Admin, sales, project management.

Alberta, Canada
August 21, 2018

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** ******** ****. ** *****: 403-***-****

Calgary, AB T3K 5H6 E-mail:


A position in Business Administration, HR & Project Management


Bachelor Degree of Business Administration with a concentration in Finance

Fluent verbal and writing in both English and Mandarin

IFIC Mutual Funds License

Over 9 years of strong experiences in Administration, Project Management, Banking, Financial Service, Investment Promotion, and Marketing

Solid administrative, analytical, and organizational skills

Expertise in prioritizing and managing multiple tasks in a fast-paced environment

Superior communication, active listening. and problem solving skills

A professional positive attitude, teamwork orientated workplace behaviour, as well as being self-motivated and dedicated


Financial Service Manager 2015Jan to 2015 Oct Bank of Motreal,Calgary, Alberta

25-40 calls per day, prebook 12 appointments a week

Offer cliets tailored financial solutions to different clients including Day to Day banking, Lending,Investments as well as Commercial banking

Deepen client relationships, ask referrals from clients and referall clients to BMO Harris Banking, BMO Nesbitt burns and financial planners.

Insurance Advisor 2012 to 2013

RBC Insurance, Calgary, Alberta

Deliver a ‘Clients First’ RBC experience

Provide tailored advice and insurance solutions for home, automobile, and travel insurance

Deepen client relationships through identifying potential opportunities, cross selling, asking for favourable referrals, and referring to team and RBC partners

Proactively make outbound sales calls from assigned leads

Follow underwriting guidelines and processes

Senior Investment Promotion Officer 2009 - 2012

Zhengzhou National Economic & Technological Development Zone, Zhengzhou, Henan, China

Analyzed feasibility of investment projects via extensive industrial study & research

Coordinated with enterprise partners and all levels of Governments with regards to project approval, land usage, and facilities, etc

Processed queries relating to government policies, local economy indicators, market information, relevant talent pools, and local logistics

Organized business conferences and forums among governments and investors.

Administration Manager, Greater China Region, 2009 - 2011

Australia CFT CBM (Coalbed Methane) CO LTD, Zhengzhou, Henan, China

Lead management team in a multinational joint Coal Bed Methane project with a total investment of 1 Billion USD

Coordinated key liaisons, decision makers and government officers from Australian CBM Corporation, China Coal Mine Group and Coal Industry Bureau with respect to CBM Project development, marketing, technical solution, and policy making, etc

Facilitated business strategy making, project financing planning, technical strategies on drilling, CBM extraction, and transportation, etc

Organized board meetings, conferences, onsite drilling tests, and Summits

Investment Manager, Business Development 2006 - 2008

ABN.MARO Banking, Shanghai, China

Serviced VIP Clients (min 100,000 USD) and recognized as top advisor of financial products

Introduced financial products to customers, analyzed variable individual cases and offered the best portfolios.

Implemented cold calling tactics and trained new staff in Business Development Division


Bachelor of Business Administration (Finance) 2000 - 2004

Thompson River University, Kamloops, B.C, Canada

Accounting Diploma 1998 - 2000

He Nan Financial and Accounting College, Zhengzhou, Henan, China


Ranked Top Investment Manager in Business Development Department of ABNMRO BANK for first two quarters of sales in 2006

Successfully managed a multinational project of CBM (Coal bed Methane) Development and Utilization with total investment of 1 billion US Dollars.


References available upon request

Contact this candidate