Credit Analyst Intern
MIZUHO BANK LTD
مجموع سنوات الخبرة :2 years, 11 أشهر
Front office role working with Relationship Managers to originate and execute deals with target orientation
Provided credit support to the team through initiation and preparation of credit proposals as well as financial analysis & financial projections
Provided marketing and administrative support to Relationship Managers
Handled credit related queries and assisted with the compliance & controls for the team
Processed financial transactions such as deposits, withdrawals, bill payments, money transfers, foreign exchange services and other account transactions for retail customers in an accurate and efficient manner
Provided customers with financial advice on products that meet their financial needs
Performed client documentation and data maintenance regarding account opening and client servicing matters
Achieved 188.2% on Annual Balance Scorecard for FY2015, and trained 4 new employees with a senior role
Engaged with clients to provide information on personal accident, disability and health insurance protections
Completed sales for both personal and SME clients, and helped in filling out application forms
Built relationships with clients by advising product selection and identifying suitable insurance portfolios
Awarded as the Top Producer of June 2014 with a record-breaking single sale, at C$2, 200
Executed trades in US-listed stocks based on intraday (high-frequency) trading strategies with a budget of US$100, 000
Identified trading opportunities by evaluating business news of the day and applying technical analysis (analysis of price trends, support and resistance levels, moving averages, technical indicators, chart patterns, etc.)
Developed risk management strategies and conducted market research to integrate trading plans
Ranked as the Top Trader of all time by Profit and Loss
SMU MWM is a pioneering and leading wealth management programme in Asia. It was jointly designed by SMU, Wealth Management Institute (WMI), Swiss Finance Institute (SFI), Yale University and key industry players. Its curriculum covers the value chain of wealth management, including asset management, investment and client advisory. There is an overseas study block for participants to visit SFI and Yale to learn about Private Banking and Alternative Investments, as well as visit private banks and investment companies. Industry talks and networking sessions are organised throughout the year. The programme is suitable for both existing and aspiring wealth managers. Qualified career-switchers will have opportunities to participate in internship programmes.
Saint Mary’s University’s Karate Club Team Member