Summary
Overview
Work History
Education
Skills
License
Timeline
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Jae Kyun Kim

Summary

A multi-faceted, efficient and successful sales professional with over 4 years of experience as a manager in retail and direct sales, providing services to customers and assisting manager to improve internal and external operations.

Excellent skills with all types of computers or technology-related systems.

Overview

20
20
years of professional experience

Work History

Manager

Woori Food Market
07.2019 - 09.2023
  • Entered invoice data into company's invoicing system to enable proper tracking and record keeping.
  • Reviewed invoices for accuracy and completeness prior to issuing payments.
  • Verified vendor accounts by reconciling monthly statements and related transactions.
  • Handled account payments and provided information regarding outstanding balances.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Followed through with client requests to resolve problems.
  • Managed vendor purchase order dispatch, delivery, and invoicing to set contractual guidelines and maintain budgetary regulations.
  • Placed orders for merchandise consistent with quality, quantity and other specification requirements.
  • Partnered with online stores such as DoorDash and Cornershop to uploaded detailed product information and manage orders and delivery.

Financial Advisor

G.A. KOREA
03.2012 - 08.2018
  • Met with clients to discuss long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped clients maximize retirement savings.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Presented financial plans and investment recommendations to clients.
  • Monitored and updated financial plans to comply with client goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Recommended specific investments to help clients meet financial goals.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Educated clients on potential risks and rewards associated with various investments.

CEO

Koword International
11.2008 - 05.2012
  • Established and maintained e-commerce website to promote and sell products for Koreans living abroad.
  • Processed and tracked orders and shipments to verify accurate and on-time delivery of products.
  • Prepared and documented accurate tax work papers for straightforward to moderately complicated income and tax returns by my self.

Assistant Manager

Shinwha Intertek
01.2006 - 10.2008
  • Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
  • Participated in team meetings to reinforce goals and objectives and set clear expectations.
  • Built relationships with clients to establish long-term business growth.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

Research Assistant

Mercury Advisors
04.2003 - 12.2005
  • Analyzed the financial statements of a potential client company.
  • Participated in discuss financial analysis and investment strategies.
  • Gathered, arranged, and corrected research data to create representative graphs and charts highlighting results for presentations.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.

Education

Bachelor of Business Administration - Accounting

NATIONAL INSTITUTE FOR LIFELONG EDUCATION
Seoul, South Korea
04.2022

Course Completion For CFP - CFP(CERTIFIED FINANCIAL PLANNER)

FINANCIAL PLANNING STANDARDS BOARD
Seoul, South Korea
12.2012

Bachelor of Science - Social Sciences

HANYANG UNIVERSITY
SEOUL, Sounth Korea
02.2004

High School Diploma -

CHANGHYUN SECONDARY SCHOOL
Suwon, South Korea
02.1999

Skills

  • Retail Sales Customer Service
  • Account Management
  • Retail Support
  • Administrative Support
  • Computer Proficiency and Microsoft Office
  • Accounting Software
  • POS Software

License

• MS OFFICE course at Korea Chamber of Commerce and Industry in 2003
• Tour Guide License in 2003
• Qualifications of a Financial Advisor in 2012
• Nationally Certified Financial Planner AFPK in 2012
• International Certified Financial Planner CFP course in 2012
• Retirement pension recruiter in 2016
• US driver’s license in 2020
• ServSafe Manager Certification in 2020

Timeline

Manager

Woori Food Market
07.2019 - 09.2023

Financial Advisor

G.A. KOREA
03.2012 - 08.2018

CEO

Koword International
11.2008 - 05.2012

Assistant Manager

Shinwha Intertek
01.2006 - 10.2008

Research Assistant

Mercury Advisors
04.2003 - 12.2005

Bachelor of Business Administration - Accounting

NATIONAL INSTITUTE FOR LIFELONG EDUCATION

Course Completion For CFP - CFP(CERTIFIED FINANCIAL PLANNER)

FINANCIAL PLANNING STANDARDS BOARD

Bachelor of Science - Social Sciences

HANYANG UNIVERSITY

High School Diploma -

CHANGHYUN SECONDARY SCHOOL

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Jae Kyun Kim