Danming WU

• Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
• Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances.
• Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
• Advising clients on Chinese matrimonial law and inheritance

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Executed record filing system to improve document organization and management.
• Created and maintained databases to track and record customer data.
• Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
• Scheduled office meetings and client appointments for staff teams.

• risk management, saving management, investment management( fund), retirement management and asset allocation.
• consultant of studying aboard and immigration.
• Participated in client meetings, effectively communicating investment strategies and recommendations.

GPA: 3.2/5.0

• Member of College Student Innovation and Entrepreneurship Association, [2021] to [2022]
• vice president, JNUFrenchAssociation, [2020] to [2022]
• Event Planning & Execution, Student Employment and Entrepreneurship Program, [2021] to [2022]