Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Lu Wang

Vienna

Summary

Passionate candidate bringing successful 2-year career in financial roles within large and fast-paced corporations. Trained in advanced Excel and R modeling during WU Quantitative Finance Master Program.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Customer Service Representative

FS Cinda Assets Management
2021.11 - 2022.06
  • Responded to customer inquiries for investment concerns, regulations and portfolios performance;
  • Organizing data weekly and translate data trends into actionable insights to better understand customer behavior and present findings;
  • Liaised with other department to provide retail customers insights based on findings and improve sales monthly quota.

Customer Service Specialist

Everbright Sun Hung Kai
2020.04 - 2021.08
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions;
  • Maintained and managed customer files and databases in CRM system;
  • Applied basic sales strategy to engage customers and present solutions to suit individual needs.

Education

Master of Science - Quantitative Finance

Wirtschaftuniversität Wien
Wien, Österreich
09.2024

Bachelor of Economics - Credit Management

Guangdong University of Finance
Guangzhou, China
06.2019

Skills

  • Data Analysis
  • Microsoft Excel
  • Risk Management
  • R & Latex

Certification

  • SAC ( Securities Association of China) National Qualification for Securities Practitioners - 2017

Timeline

Customer Service Representative

FS Cinda Assets Management
2021.11 - 2022.06

Customer Service Specialist

Everbright Sun Hung Kai
2020.04 - 2021.08

Master of Science - Quantitative Finance

Wirtschaftuniversität Wien

Bachelor of Economics - Credit Management

Guangdong University of Finance
  • SAC ( Securities Association of China) National Qualification for Securities Practitioners - 2017
Lu Wang