Yantao Wen
Auckland,New Zealand
Summary
Professional with strong expertise in brokerage support, prepared to drive results by leveraging skills in client communication, document management, and transaction coordination. Proven track record of facilitating seamless operations and enhancing team efficiency. Known for adaptability and reliability in dynamic environments, consistently contributing to collaborative success. Highly organized, detail-focused, and skilled in financial analysis, maintaining compliance, and providing exceptional administrative support.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant
Industrial and Commercial Bank of China New Zealand Limited
04.2017 - 07.2017
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Continuously expanded knowledge of various mortgage products and lending guidelines to provide clients with the best possible solutions for their needs.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Increased client satisfaction by providing exceptional customer service throughout the loan process.
- Managed a pipeline of mortgage applications, maintaining accuracy and prioritizing urgent cases.
- Expedited pre-approval processes by accurately evaluating applicant income, credit history, and property values.
Account Manager
EC Markets
06.2024 - 09.2024
- Developing foreign exchange market account agents, assessing and authorizing account agents' quotas, and providing account permissions to account agents
- Conducting pre-trade risk investigation on account agents to prevent unauthorized trading
- Collaborate with the team to develop online media promotion channels.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Assistant
Industrial and Commercial Bank of China
07.2018 - 09.2018
- Assisting manager to analyze financial statements of venture companies
- Providing opinions for making portfolios of subprime assets.
- Maintained comprehensive documentation related to all aspects of risk management projects, ensuring easy access for future reference or audits as needed.
Assistant
China Industrial Securities
11.2017 - 01.2018
- Meeting with the assistant directors of Shandong Geology Co., Ltd
- Analyzing the financial situation by reading the firm's financial statements
- Assisting team manager in making the financing program and estimating potential risks after financing.
- Enhanced meeting productivity by preparing detailed agendas and taking comprehensive minutes for future reference.
Intern
Industrial and Commercial Bank of China
03.2013 - 09.2013
- Guiding the customers, communicating with the customers to introduce financial products, and collecting customer information
Assistant
Economic and Financial Affairs Office of Yantai City
09.2018 - 10.2018
- Participating in the Tripartite Industry Reform Research Conference of the Government, Banks, and Enterprises, and collecting relevant materials and data of the conference.
President
Massey University Investment Club
02.2023 - 08.2024
- Writing investment reports based on evaluation; Inviting speakers from industries; instructing students to use Bloomberg terminals.
- Cultivated strong relationships with external partners to foster collaboration and maximize resources.
President
Auckland Chinese Students and Scholars Association
09.2021 - 08.2024
- Organizing events to promote international students' engagement; Collaborating with Auckland Police to promote international students' safety; Bridging communications and cooperations between universities in New Zealand and those in China, communicating with New Zealand Embassy in China and Education New Zealand to promote international students recruitment; Managing the operations of the associations; cooperating with other student associations.
President
Massey University Chinese Students Association
08.2020 - 09.2021
- Organizing events to promote students' engagement; managing the operations of the associations; cooperating with other student associations.
Research Assistant
The School of Economics and Finance of Massey University
09.2023 - 02.2024
- Teaching and Marking assignments for 125.781 Advanced Risk Management (Postgraduate Level Course) and 125.312 Applied Personal Financial Management (Third Year Undergraduate Level Course).
Teaching Assistant
Massey University
04.2021 - 06.2023
- Marking assignments 2 and 3 for 115.212 Fundamentals of Leadership and Teamwork.
PhD Representative
Massey Business School Student-Staff Liaison Committee
02.2020 - 02.2023
- Yantao Wen was selected as one of the student representatives for 2020
- Massey Business School consulted these students and gauged their opinion on strategic, academic, pedagogical, and extracurricular issues, soliciting suggestions for improvements and initiatives.
Tutor
Massey University
02.2020 - 07.2020
- Teaching 152.261 International Business and 152.366 Operational Management of International Business tutorials.
Volunteer
Conservation Volunteers New Zealand
03.2023 - Current
- Volunteered for mulching and biodiversity survey
Education
Ph.D. - Finance
Massey University
Auckland, New Zealand02.2024
Master of Finance -
Massey University
Auckland, New Zealand07.2018
Undergraduate in Business Study -
Massey University
Auckland, New Zealand02.2017
Skills
- Attention to Detail
- File Organization
- Data entry proficiency
- Relationship Management
- Multitasking Abilities
- Relationship Building
- Interpersonal Communication
- Professional Demeanor
- Team Collaboration
- Bilingual skills: English and Mandarin
- Reliability
Professional Memebrships
- Associate Fellow in Higher Education Academy (AFHEA), PR257552, 01/2023
- Member of the New Zealand Association of Economists
- Member of the Institute of Finance Professionals New Zealand
Languages
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Certification
- Bloomberg Market Concepts, Bloomberg - 2018
- Bloomberg ESG, Bloomberg - 2023
- Bloomberg Finance Fundamentals Certificate, Bloomberg - 2024
Timeline
Account Manager
EC Markets
06.2024 - 09.2024
Research Assistant
The School of Economics and Finance of Massey University
09.2023 - 02.2024
Volunteer
Conservation Volunteers New Zealand
03.2023 - Current
President
Massey University Investment Club
02.2023 - 08.2024
President
Auckland Chinese Students and Scholars Association
09.2021 - 08.2024
Teaching Assistant
Massey University
04.2021 - 06.2023
President
Massey University Chinese Students Association
08.2020 - 09.2021
PhD Representative
Massey Business School Student-Staff Liaison Committee
02.2020 - 02.2023
Tutor
Massey University
02.2020 - 07.2020
Assistant
Economic and Financial Affairs Office of Yantai City
09.2018 - 10.2018
Assistant
Industrial and Commercial Bank of China
07.2018 - 09.2018
Assistant
China Industrial Securities
11.2017 - 01.2018
Assistant
Industrial and Commercial Bank of China New Zealand Limited
04.2017 - 07.2017
Intern
Industrial and Commercial Bank of China
03.2013 - 09.2013
- Bloomberg Market Concepts, Bloomberg - 2018
- Bloomberg ESG, Bloomberg - 2023
- Bloomberg Finance Fundamentals Certificate, Bloomberg - 2024
Ph.D. - Finance
Massey University
Master of Finance -
Massey University
Undergraduate in Business Study -
Massey University
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