Resume

Fangzhe (Arthur) Tao

SUMMARY OF QUALIFICATIONS

• Expected to finish Master of Arts in Economics at the University of Ottawa by Apr. 2025. Graduated from the same university with an Honours Bachelor's Degree in Economics and a minor in Management.

• Fluent in English, Mandarin, and Cantonese.

• Experienced in retail banking and managing relationship with High-Net-Worth clients.

• Customer-centric mindset with the ability to identify optimal solutions.

• Quick learner with a passion for adopting new technologies and expanding knowledge.

• Hardworking and enthusiastic in building effective customer communication.

• Acquired Canadian Securities Course, Personal Financial Service Advice and Financial Planning I.

RELATED WORK EXPERIENCE

Premier Relationship Manager, Contract Full-Time

• Experienced in onboarding new customers, providing banking, investment, and lending solutions tailored to clients' needs, and understanding and adhering to local and global compliance and regulations.

• Capacity to build long-term relationships with clients and earn their trust by having in-depth conversations and showing genuine interest in their stories to understand their financial goals and ambitions, demonstrate expertise in financial products and investment markets, provide appropriate solutions based on their needs, and explore their potential demands.

• Created Goal Plans for clients by understanding their current financial situation, discovering their short-term and long-term financial goals, and working out a plan for clients to achieve these goals.

• Actively followed the market and macroeconomic policies to get ideas about how’s market performing, what the market trends are expected to be, and anticipate the outcomes of these policies.

• Successfully retained the majority of the High-Net-Worth clients in the book during the volatile market and handled their concerns and upset caused by the market conditions and turnovers of their relationship manager for the past few years.

• Strengthened teamwork ability by cooperating with colleagues and other business departments to present solutions to clients’ requests.

Personal Banking Associate & Customer Service Representative

• Skilled in opening new accounts, selling investment products, lobby management, and cooperating with estate specialists to assist the executor in compliance with bank policies and procedures.

• Enhanced customer service skills by putting myself in the customer's shoes and providing efficient and effective solutions.

• Strengthened sales capacity by discovering customers' banking needs, recommending appropriate solutions, and successfully achieving 240% year-to-date sales targets.

• Comfortable with a fast-paced work environment by working in a complicated and highly trafficked location and interacting with a significant number of different customers.

CERTIFICATES

• Pursuing the master’s degree, expected to graduate in Apr. 2024.

Honours Bachelor of Social Sciences in Economics, Minor in Management

• CGPA: 50/10.00

• Received the Merit scholarships in 2021.

• Relevant courses: Microeconomic Theory, Macroeconomic Theory, Mathematical Economics, Financial Accounting, Marketing, Probability, Statistics, Calculus

ACADEMIC PROJECT

New Venture Creation

• Promoted collaboration and communication capabilities through a team of six working together on a startup business plan.

• Developed presentation and speech abilities by introducing our business plan to the professor and classmates.

• Strengthened the ability to identify customer requirements by adapting the business plan through the application of market research and customer validation methods.

• Calculation and planning capabilities are increased by anticipating the size of the existing market and the necessary budgets.

Directed Research Project 

• Enhanced teamwork capability by finishing the project in a group of three.

• Developed a comprehensive and intensive understanding of international economics and trade policy through extensive reading.

• Improved abilities in summarizing, writing, communicating, and independent problem solving through writing summaries of each essay individually and completing a 6,000-word review paper as a team.