I am a master's student of the Ivey Business School in Canada, who is spending the final term of my program as an exchange student at the University of Cologne. I have a passion for international business and cross-cultural learning.
Synthesized the roadshow slides of 11 hedge funds into a user-friendly Excel spreadsheet, outlining the strategy and performance of each firm; contributed to the enrichment of product portfolios to meet the needs of high-end clients.
Discussed product development strategies, alongside senior project managers, with representatives from hedge fund corporations, real-estate companies, and insurance agencies; built rapport with business partners and developed negotiation skills.
Completed training modules on family offices in private banking, fund of funds strategy, and NBSS (need-based sales strategy) program provided by MetLife, Inc; assisted a Senior Customer Manager with closing a deal of five million Chinese Yuan based on knowledge obtained.
Interacted with high net worth clients on a daily basis by facilitating communication between customers and the wealth management team and providing welcoming services; led to enhanced customer satisfaction and recognition from the Branch Administrator.
