B aohua L e i

Brooklyn, NY ***** • C: 917-***-**** • E: ad0pmi@r.postjobfree.com

EXPERIENCE

JPMorgan Chase, Relationship Banker, New York, NY Jan 2023 – Present

• Use techniques and resources needed to build a client base of high-net-worth individuals identifying needs, developing relationships, reviewing financial goals, and provide recommendations based on clients needs.

• Partner with a team of financial experts help clients achieve their financial goals and help them make a difference in their lives.

• Listen to your clients and work with them to discover what’s most important to them.

• Retain meaningful relationships with customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs.

• Listen to client needs and provide financial solutions.

• Work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

Century 21 Real Estate LLC, Real Estate Licensed Agent, New York, NY June 2019- Dec 2023

• Generated new leads and establishing new clients by proper advertising as well as cold calling.

• Demonstrated success in rental by using a value-added, customer first attitude, and relationship- oriented approach to acquire and deepen client relationships.

• Developed long term relationships with affluent clients by making personal connections, educating customers on the housing market, listening to customers, and ask open ended questions to find the best solution, resulting in referrals from existing clients.

• delivered an outstanding experience to customers, by acting with a customer-first attitude.

• Brough detailed presentation to the clients during home visit and answer every single question at the same time make clients happy.

• Advocated for Clients during sales negotiations and making sure customer satisfied.

• Communicate with all involved parties in a timely and professional manner T3 TRADING, License Stock Trader, New York, NY June 2016 - June 2019

• Adhered to policies, procedures, and regulatory securities requirements

• Engage and partner with team members and generate profits

• Combined sound financial insights and used techniques to explore, analyze, and harness datasets to build strong predictive models.

• Worked independently and collaboratively in a team working environment.

• Utilized technological tools, and data discovery to improve analysis, identify issues or gaps, and increase speed and efficiency of key problem resolution.

• Allocated a mixed portfolio of information technology, health care, financials, and industrials.

• Analyzed variety data to generate profitable trades also implemented trading strategies.

• Generated and tested new trading ideas while enhancing existing trading strategy against a benchmark or other evaluation metrics.

EDUCATION & Professional license

CITY UNIVERSITY OF NEW YORK-Baruch, New York, NY

Bachelor of Business Administration in Marketing

Series 6, Series 63, Health and Life, SIE

Contact this candidate