New Account Specialist Orientation
As an account manager, lead the new customer specialist to practice the work content, observe the performance of the newcomer and give guidance, and eventually guide the newcomer to pass the assessment.
About Me
Financial Planner & Investment Advisor
The part-time work-study life since junior high school has created my personal characteristics of being efficient, responsible, and highly resistant to pressure. Meanwhile, the rich work-study experience allows me to maintain keen observation when entering an unfamiliar environment, and quickly integrate into it.
- Name: Ray Lee
- Mobile: +61 420 000 000
- Email: r3lllllwwr@gmail.com
- Address: Greater Sydney
- City: NSW 2000
Music
Travel
Movie
Sports
Achievements
In 2018, I was awarded “Best Newcomer of the Year" in Coating P. group and promoted to account manager. During the period of working as a financial advisor in E.SUN bank, I obtained 11 financial licenses. Finally, I passed Certified Financial Planner (CFP) in 2021.
Client Satisfaction
Successful Cases
Hours Of Support
Awards
Experience
Have more than 5 years of customer relationship management and product promotion experience. Experienced in financial planning and project management. Possess 3 years of Supply Chain Management experience in Plastic industry. Passionate about interacting with people and committed to problem-shooting.
Sumary
Ray Lee
A Certified Financial Planner who have years of professional supply chain with experience in project management.
- Greater Sydney, NSW 2000
- (+61) 420 000 000
- r3lllllwwr@gmail.com
Academic
Master of Business Analytics & Supply Chain Management
02/2024 - 02/2026 (Expected)
University of Wollongong, Sydney
Evaluate the company's characteristics, determine the essential product categories and sourcing benchmarks, assess the overall market, measure the strategies of competing companies, and gather information on suppliers from various disciplines in order to obtain a product selection plan. Based on this information, a sourcing strategy is developed and the pros and cons of different sourcing strategies are analysed.
Bachelor of Finance
09/2011 - 07/2015
National University of Kaohsiung, Taiwan
Key Learning:
- Issue shares or negotiate loans with banks to increase its working capital
- Making decisions about investing or borrowing capital
- Taking other actions to enable management to make informed choices about the options available to it in conducting its business
Bachelor of Finance (Exchange student)
09/2014 - 02/2015
Southwestern University of Finance and Economics, China
For the purposes of enhancing the visibility of my personal career, I was selected from a shortlist of graduates and was sent to a partner school in China for a six-month study period.
Professional Experience
Account Manager Intern
11/2022 - Present
AETOS Capital Group Pty Ltd., Sydney
- Handling incoming inquiries and issues
- Processing comprehensive data analysis and assist in generating all sorts of trade- related statistics
- Providing support for existing customers with all aspects of the trading experience
Assistant Project Manager
03/2022 - 09/2022
Uni-President Asset Management Ltd., Taiwan
- Promoted public and private funds as well as discretionary investment management
- Financial planning customized according to customer needs
- Assisted clients to achieve their financial goals through different strategies
Financial Consultant
10/2019 - 08/2021
E.SUN Commercial Bank Ltd., Taiwan
- Achieved tax saving, asset allocation, and other financial goals for customers
- Analysed trends in securities, bonds, and other financial markets
- Provided information to clients about investment proposals
Account Manager
10/2016 - 07/2019
Coating P. Materials Co., Ltd., Taiwan
- Handled customer inquiry and quotation
- After-sales service
- Production and sales coordination
- Customer credit investigation, granting and other operations
See my Work
Throughout my career, I have been engaged in customer service and project management related work, and have achieved excellent results, including successfully entering the supply chain of the automotive industry, and handling the vital official project of repatriated offshore funds.
- All
- B2B
- B2C
- Others
Thermoplastic Polyurethane Fabric
Extracted from plastic particles and then woven into functional textiles, biocompatible TPU is not only naturally decomposed by microorganisms in terms of environmental protection, but also solves the problem of specific allergy sufferers.
Repatriated Offshore Funds Account
Assist overseas high-asset and private banking clients to repatriate funds from abroad to Taiwan and set up trust accounts to ensure that the funds are used in accordance with regulations.
Luxury Car Sun Roof Adhesive
Development of Polyurethane Reactive, a new adhesive for luxury car roofs, which not only has to comply with environmental regulations, but also has to pass the harsh automotive weathering tests.
Corporate Account Formation
In the past, the branch's main customer base was individuals, but having met many chemical executives while working as an account manager for plastic raw materials, I was appointed to develop new corporate accounts.
Money Funds
New capital funds need to be raised within a short period of time as the Fed's strong interest rate hike and massive redemptions by institutional investors have caused them to lag behind the broader market.
What can I Offer?
As an Certified Financial Planner, I can help you understand your financial situation, develop a strategy and give you guidance on things such as funding your children's education, helping with budgeting and tax planning, having enough money to live comfortably in your retirement, as well as with things such as debt management, insurance, estate planning and so on.
Corporate Finance
- $700
- / Hour
Deals with the sources of funding
Capital structure of corporations
Action to increase the value of the firm
Analysis tools to allocate financial resources
Financial Planning
- $550
- / Hour
Provide & support a long-range vision of data
Support decision-making of investment
Yields insights on investment funds
Analysis liquidity, profitability, cash runway and more
Supply Chain & Project
- $600
- / Hour
On-time delivery of projects
Managing projects' financial aspects
Cost, and revenue brings together planning, estimating, and funding
Managing project expenses and billing
Property Transfer
- $650
- / Hour
Transfer of property into a trust (or out of a trust)
Transfer to a relative or spouse or cohabiting partner
Transfer of property between corporate structures
Insurance & Investment
- $450
- / Hour
A complete financial plan
Cash, consumption, education, insurance, investment, tax, estate distribution etc.
Present the most representative cycles and facilitate related services
Retirement Planning
- $400
- / Hour
Identifying income sources and sizing up expenses
Implementing a savings program and managing src and risk
Future cash flows and retirement income goal are estimated
Explore the clients experience
Our customers love us! Read what they have to say below.
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Ben Johnson
CEO of Company Inc.
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Carl Kent
Founder of Style Co.
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Emily Clark
Owner of Creative Ltd.
Drop me a line!
Find Me:
Greater Sydney, NSW 2000
Email:
r3lllllwwr@gmail.com
Call:
+61 420 000 000