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shanghai,
china
Sekarang ini 5:31 PTG di sini
Menyertai pada November 27, 2019
1
Syor
Yuen Andy L.
@andylamyuen
0.0
0.0
shanghai,
china
N/A
Pekerjaan Disiapkan
N/A
Mengikut Bajet
N/A
Tepat Pada Masa
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Kadar Upah Semula
Introducing Broker at Vantage FX (CPA)
Hubungi Yuen Andy L. mengenai pekerjaan anda
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Item Portfolio
CFA Level 1 Exam Results
Histogram and Simulation
Certificate from CPA Australia
Ulasan
Perubahan disimpan
Tiada ulasan untuk dilihat di sini!
Pengalaman
Investor and Introducing Broker
Jun 2017 - Hari ini
Responsibilities:
1. Promoting various trading platforms from different brokers
2. Managing investment portfolios using a wide range of strategies such as long-term investing, dollar-cost
averaging, diversification and more
Accomplishments:
1. Achieved an annual return of more than 11% from mirror trading in the Sovery platform
2. Earned returns in excess of 4% p.a. from the investments in the two Schroder funds which are unit trusts
Financial Planning Officer
Apr 2014 - Apr 2015 (1 tahun)
As an insurance agent at Manulife, I had to arrange appointments with prospective clients. The purpose of the meeting was to gain an understanding of their details as well as their views and needs about financial planning so as to design a tailored made plan to suit their needs. The various products that I sold to clients included critical illness and life insurance, medical and health insurance, MPF, investment-linked assurance schemes and the like.
Investment Consultant
Okt 2013 - Jan 2014 (3 bulan, 1 hari)
As an investment consultant, I was mainly responsible for cold calling potential clients to sell spot gold. I have also cooperated with other colleagues to design an investment proposal for this market. In addition, I have provided advice on the features of different investments including spot gold, mutual funds and stocks, as well as analysing the factors which could affect the price of gold.
Pendidikan
Bachelor of Commerce (Degree with Honours)
(3 tahun)
Kelayakan
Introduction to Python
Analytics Vidhya
2021
This certificate was awarded after completing the course about Python on Analytics Vidhya, the World's Leading & India's Largest Data Science Community. My certificate can be viewed at https://courses.analyticsvidhya.com/certificates/yf3vdoqcxu.
CPA Aust.
CPA Australia
2020
The CPA qualification is awarded to candidates after they have successfully completed 6 professional level accounting exams and met the work experience requirement set by CPA Australia
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Pengesahan
Pensijilan
Kemahiran Teratas
Layari Pekerja Bebas Serupa
Translators in China
Translators
Data Processing Executives
Statisticians
Layari Pameran Serupa
Translation
Data Processing
Statistics
Business Plans
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