Experience

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  Aia

  Aug 2007 - Dec 2007

  Customer service representative

  - Familiar with the insurance products- Determine risk rating for insurance products- Good communication with customers- Excellent selling skills- Developed professional telephone manner

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  Icbc (asia)

  Dec 2007 - Jan 2010

  Bank teller

  - Be a team player and proactively collaborate with the Financial Services Team to manage time, resources, volume, and customer feedback- ‘Excellent customer service ’ Award, good communication with customers- Liaising with customers (individuals and businesses) and providing financial planning advice;- Managing and training junior colleagues- Support the Branch Manager and help to develop the sales ability of branch team through peer coaching and guidance- Support branch ATM operation- Understanding of local regulations and internal policies Show less

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  Anying foreign exchange

  Sept 2011 - Feb 2016

  Back officer

  - Experience in leading, mentoring and developing teams in a service environment- Gained strong customer service and problem solving skills through resolving customer issues and meeting customers’ needs- Gained strong customer service and problem solving skills through resolving customer issues and meeting customers’ needs.- Developed strong knowledge of foreign exchange- Sound understanding of banking related Acts, including AML and banking Code of Conduct- Ability to maintain control, direction and motivation in an ever-changing environment- Understand and implement Group Risk management policie Show less

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  Forex capital trading (forexct)

  Dec 2016 - Mar 2018

  Account manager

  -Assisting seminar and workshop for clients -Use trading central to provide client base with trade ideas and opportunities-Assisting clients to open accounts and trade

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  Gmt markets

  May 2018 - Nov 2019

  Senior account manager

  - Able to take ownership of tasks and achieve goals- Keep up-to-date with the financial markets and current affairs- Create and support company's branding and marketing strategy- Correspond with current clients on daily basis- Responding to client inquiries and pending case inquiries to ensure timely resolution

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  Go markets | a leading global forex & cfd provider

  Dec 2019 - Mar 2022

  Market analyst and account manager
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  Capital.com

  Mar 2022 - now

  Premium client manager