Shay Shulu Wang

• Analyzing applicants’ financial status, credit, and property evaluations to determine the feasibility of credit granting
• Helping clients achieve their financial goals by creating investment plans
• Advising clients on asset allocation and location to generate the best after-tax result

• Demonstrated excellent product knowledge in cash management, lending, investment and wealth protection, created on average 25 solutions each week
• Proactively reach out to over 30 existing and new clients on a weekly basis to identify financial gaps and offer appropriate solutions;
• Consistently over-achieving sales targets by actively identifying and creating opportunities to cross-sell/up-sell.

• Interacted with over 100 clients per day, helping them with their everyday banking needs;
• Worked as part of a team to ensure clients are receiving proper advice and introduced to the right colleague
• Helped clients to gain knowledge on various products offered that could improve their financial situations.

• Created and released social media promotions for the small local business via WeChat and Instagram, increased monthly sales by 48%;
• Administered Uber platform realizing up to 1500 quarterly orders and maintaining the title of Top Restaurant (4.8+/5 rating);
• Hired and trained two new employees who currently work there.

• Promoted high-end 20+ functions in one high-tech appliance from Germany to Canadian and Chinese end-users; units valued at $2,099CAD each;
• Sold 18 units in the span of 16 months and reached over 50 potential buyers;
• Marketed the product Thermomix TM6 via online conferences and conducted cooking experiences upon request.

• Developed strategies for building income, including distribution model and customer acquisition, maintaining contact with 361 previous BtoB and BtoC consumers;
• Managed sales and marketing in Northern China for Wine imported from France and Spain with 500 bottles/month on average personal sales.

• Recruited 23 students interested in taking summer school with professors from American Universities in China;
• Generated significant interest from not only Chinese international students studying abroad, but also non-Chinese students who are interested in living in China for one-month while earning academic credit; remain in contact with 93 of them till today.