Junying Zeng
Redding,CA
Summary
I am a devoted Christian; I love interacting with people and finding their needs and solutions. I believe that an innovative relationship manager focused on developing strategic and creative business ideals that could serve each client's unique request and fulfill individual needs.
Overview
7
7
years of professional experience
Work History
Relationship Manager
Noah Wealth Management Co., Ltd.
05.2011 - 03.2016
According to the customer's goals and expectations,understanding the customer Present Situation,help them analyze and assessed, achieve financial freedom.
Financial Advisor
Axa Insurance
06.2009 - 03.2011
Establish and define relationship with customers,The implementation of personal financial planning program,Monitoring the implementation of personal financial planning program.
Education
Associate of Arts - Early Childhood Education
Shasta College
Redding, CA12.2023
No Degree - Theology
Bethel Supernatural School of Ministry
Redding, CA05.2020
Postgraduate Diploma - Financial Markets And Portfolio Management
The University of Hong Kong
Hongkong09.2018
Undergraduate - Accounting
China Central Radio And TV University
Lishui, Zhejiang01.2007
Skills
- Technical: Microsoft Office, Excel, PowerPoint, Lightroom, Photoshop
- Interest: Business Development, Photography, Content Writing
- Risk Management
- Regulatory Compliance
- Sales and Marketing
- Asset Allocation
Languages
Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Timeline
Relationship Manager
Noah Wealth Management Co., Ltd.
05.2011 - 03.2016
Financial Advisor
Axa Insurance
06.2009 - 03.2011
Associate of Arts - Early Childhood Education
Shasta College
No Degree - Theology
Bethel Supernatural School of Ministry
Postgraduate Diploma - Financial Markets And Portfolio Management
The University of Hong Kong
Undergraduate - Accounting
China Central Radio And TV University
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