Bowen Liu

ad1rjd@r.postjobfree.com

236-***-****

**** ******* **, *******, **, V3N

4X2

EDUCATION

University of New South Wales

Kensington, Sydney, Australia

Master of Finance (2021- 2022)

Simon Fraser University (SFU) -

Beedie School of Business

Burnaby, BC Canada

Bachelor of Business Administration

(2018- 2021)

Fraser International Collage (FIC)

Burnaby, BC Canada

(2016- 2018)

CERTIFICATION

Chartered Financial Analyst (CFA)-

Level 1

Credential ID: 9404038

Completion date 12-Jan -2023

Canadian Security Course (CSC)

Completion date 26-Jul-2021

Conduct and Practices Handbook

Course (CPH)

Completion date 28-Feb-2023

ADDITIONAL SKILLS

Mandarin - Native fluent level

Office Team Collaboration

Work Under Dynamic Team

Environment

Financial Project Planning

ECON Trend Analysis

SUMMARY

Responsible and energetic new Master of Finance graduates, with knowledge certification in finance and banking, experience in sales, customer engagement. With high level of time management, problem solving and multi-tasking skills.

EMPLOYMENT EXPERIENCE

Credit Card Advisor

Royal Bank of Canada, Vancouver, BC July 2023-Now

• Develop strong communication skills demonstrated by answering high volume inbound calls of 50-60 calls/day, by providing exceptional quality of service to help RBC’s clients.

• Develop a strong knowledge regarding RBC’s credit card products, mitigate risks by following RBC’s procedure manual strictly, and assist other card advisors within the team.

• Address value-adding opportunities, by recommending appropriate pre-approved product upgrades & promotion offers to existing & new clients to meet their needs. FINANCIAL ANALYST ASSOCIATE-INTERNSHIP

Morgan Stanley, Greater Vancouver, BC, Hybrid Mar 2020 - Apr 2020

• Successfully conduct project with using 3 experimental business models, including interest rate forecast system, oil price forecast system, and interest rate swap model; fast learning skills demonstrated.

• Utilize business intelligence tools and data from different sources for summarizing global political, financial, and economic information.

• Collaborate with supervisors to identify and solve a variety of problems related to financial models and update the model for the financial portfolio on weekly basis.

• Synthesize current business intelligence or trend data regards the global economy to support recommendations for action. SALE ASSOCIATE

JW Research, Burnaby, BC Apr 2019 - Jun 2019

• Have strong knowledge on credit card products and explain the use, operation, and management of the merchandise to the customers in stores, and complete daily sales quota of 4 cards on average- excellent performance awards.

• Classify and record customer information and transaction data to compile and keep sale records from 3 stores located in Burnaby, Coquitlam, and Vancouver separately, using a laptop.

• Manage records of current sales and promotions, policies regarding payment and exchanges, and security practices

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