Jiaxin(lance) Zhuang
About Jiaxin(lance) Zhuang
Jiaxin (Lance) Zhuang is an Analyst in Sales Monitoring at CIBC with a background in finance and customer service.
Current Role as Analyst at CIBC
Jiaxin Zhuang currently serves as an Analyst in Sales Monitoring at CIBC. He has been with the company since 2021, focusing on monitoring sales activities and ensuring compliance with relevant regulations. In this role, he utilizes his analytical skills to support the sales team and enhance overall performance.
Previous Experience at CIBC
Prior to his current role, Jiaxin Zhuang worked as a Financial Service Representative at CIBC from 2019 to 2021. During his tenure in the Toronto, Canada Area, he assisted clients with various financial products and services, contributing to the company's customer service objectives.
Experience at HSBC Retail Banking
Jiaxin Zhuang also held a position at HSBC Retail Banking and Wealth Management as a Personal Banker. From 2018 to 2019, he worked for 9 months in Kanata, ON, Canada, providing personalized banking solutions and building strong relationships with clients.
Internship at Axios Investments Corporation
In 2017, Jiaxin Zhuang interned at Axios Investments Corporation as a Financial Analyst Intern for 2 months in the Ottawa, Canada Area. This internship provided him with valuable insights into financial analysis and investment strategies.
Educational Background and Certifications
Jiaxin Zhuang graduated Magna Cum Laude from the Telfer School of Management at the University of Ottawa with a Bachelor of Commerce (BCom) in Finance, completed in 2018. He has passed the Canadian Security Course (CSC) and CFA Level 1, underscoring his proficiency in Canadian financial regulations and investment management.