Jing Guo

Experience

• 

  汇丰

  Jun 2018 - May 2019

  Consistently met customer needs through successful team portfolio management across multiple distribution channels; performed sales and service activities; and effectively anticipated and understood customer needs to provide advanced sales and customer service. Oversaw client portfolios and validated that solutions continually meet customer's needs. • Added new customers by understanding their financial needs and by always proffering high standards of service quality. internal transfer

  • Premium Banker

    Dec 2018 - May 2019

  • Premium Banker

    Jun 2018 - Dec 2018
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  HSBC Retail Banking and Wealth Management

  May 2019 - Apr 2020

  Premier Relationship Manager

  Charged with building a robust Premier customer base and with establishing long-term relationships with an assigned Premier client portfolio. Partner with clients to assess and routinely meet short-/long-term financial goals. Organize financial analyses, market research, and due diligence filings materials for potential investors. Use advanced knowledge to assist clients with retirement planning using mutual funds and other options. Cultivated and nurtured relationships with new and existing clients. Employed selective wealth management strategies to meet client objectives. Capitalized on market gaps and proactively reached out to potential new clients. Contacted potential clients to pursue sales and gather funds. Show less

• 

  HSBC

  May 2022 - Sept 2022

  Data Science and Engineering Intern
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  York University

  Sept 2022 - Sept 2023

  Conduct simulation studies and data analysis using Python and R software to examine and compare the performance of different tests for the two-sample problem.

  • NSERC Research Associate

    May 2023 - Sept 2023

  • Teacher Assistant

    Sept 2022 - Apr 2023