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
11.2021 - 06.2022
- 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
04.2020 - 08.2021
- 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, Österreich09.2024
Bachelor of Economics - Credit Management
Guangdong University of Finance
Guangzhou, China06.2019
Skills
- Data Analysis
- Microsoft Excel
- Risk Management
- R & Latex
Languages
Chinese (Mandarin), Chinese (Cantonese)
Native language
English
Advanced
C1
German
Beginner
A1
Certification
- SAC ( Securities Association of China) National Qualification for Securities Practitioners - 2017
Timeline
Customer Service Representative
FS Cinda Assets Management
11.2021 - 06.2022
Customer Service Specialist
Everbright Sun Hung Kai
04.2020 - 08.2021
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
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