Siyao(Sumer) Yan
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Bank of Montreal
07.2022 - Current
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
- Play a key role in advising customers of high-level financial solutions from a range of available investment products.
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization.
- Individual sales revenue 204% to target, chequing sales revenue 230%, credit cards sales revenue 164%, cues actioned 92%
Project Planning Intern
Happy Times Ecological Town Development Co., Ltd.
07.2020 - 10.2020
- Assessed the location and infrastructures for the investment project, contributed to data collection on land price, building types, areas, and sales situation; conducted a SWOT analysis and project reporting.
- Conducted field research in Orange Town: collected data from local villages, farmland resources, landscape composition, and water system. Designed stimulation and Integration urban project; finalized the SWOT analysis; estimated investment budget based on cross-sectional analysis; adjusted for local natural resources, intangible cultural contribution, and industrial resources.
Education
Minor - Commerce
UBC Sauder School of Business
Vancouver, BC09.2019
Bachelor of Arts - Economics
University of British Columbia
Vancouver, BC09.2018
Bachelor of Arts - Business Economics
University of California, Irvine
Irvine, CA09.2017
Skills
- Functional: Sales generation, Relationship building, Wealth management, Business Analysis, Data Analysis, Industry Analysis, Accounting, Financial statement analysis, ESG analysis, marketing management
- Customer-oriented: needs assessment, personalized services, customer service, issues and complaints resolution, investment recommendations
- Tools: R, Stata, MS Office
- Language: English, Mandarin
- Comprehensive: Collaboration, Multi-tasks, fast learner, strategic thinking, detail-oriented
Certification
CSC Canadian Securities Course Honors Certificate - March 2022
CFA Level 1: Top 10% & 10A - May 2022
CFA ESG (environmental, social, and governance) Candidate
CFA Level 2 Candidat
Timeline
Customer Service Representative
Bank of Montreal
07.2022 - Current
Project Planning Intern
Happy Times Ecological Town Development Co., Ltd.
07.2020 - 10.2020
Minor - Commerce
UBC Sauder School of Business
Bachelor of Arts - Economics
University of British Columbia
Bachelor of Arts - Business Economics
University of California, Irvine
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