Senior Investment Advisor
Tiger Brokers
07.2022 - Current
Jane Smithe
Senior Investment Advisor
Hong Kong,Hong Kong
Timeline
Associate
Goldman Sachs Asia Securities Limited
03.2016 - 06.2022
Analyst
Goldman Sachs Headquarters
01.2014 - 05.2016
Financial Accounting - Economics
Brown University
09.2012 - 06.2016
Work Preference
Work Type
Full TimeLocation Preference
On-SiteImportant To Me
401k matchStock Options / Equity / Profit SharingHealthcare benefitsCareer advancementWork History
Senior Investment Advisor
Tiger Brokers
07.2022 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
Associate
Goldman Sachs Asia Securities Limited
03.2016 - 06.2022
- Analyzed customer data to identify trends and anticipate customer needs.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Generated reports detailing findings and recommendations.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Analyst
Goldman Sachs Headquarters
01.2014 - 05.2016
- Performed audits of subsidiaries to protect shareholders and potential investors from fraudulent or unrepresentative financial claims.
- Educated staff on organizational mission and goals to help employees achieve success.
- Maintained database systems to track and analyze operational data.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
Education
Financial Accounting - Economics
Brown University
Rhode Island 09.2012 - 06.2016
Skills
- Estate planning
- Portfolio management
- Capital markets
- Asset allocation
- Wealth management
- Investment strategies
- Commodities trading
- Tax planning
- Mutual funds
- Retirement planning
- Investment planning
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.