David Koo
Bank Branch Manager
Hangzhou,Zhejiang
Summary
Goal-oriented Bank Manager passionate about providing excellent customer service and exceeding expectations. Highly skilled in branch operation and retail lending. Experienced in leading a team through strong leadership and communication skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Investment Manager
Gold Concord Group Co.,Ltd
06.2021 - 10.2022
- Researched and shared recommendations on real estate market and economic forecasts to support investment decisions.
- Raise funds amoumting to 400 million RMB for new projects by equity or debt financing
- Developed detailed analysis of investment performance to evaluate investment strategies and reported to board
Financial Investment Manager
Rich & Force Group Co.,Ltd
08.2019 - 03.2021
- Cultivated relationships with external institutions including banks,trusts and government funds through high levels of direct communication to maintain good cooperation.
- Monitored economic performance of ongoing property projects and report to board
- Financed new projects by releasing equity or taking debt with 1 billion RMB amount
Financial Investment Manager
Zhejiang Jinyihe Holdings Co.,Ltd
04.2015 - 12.2018
- Managed over 8 investment activities with appropriate rate of return at least 12% per year
- Collaborated with external partners including financial institutions
- Monitored, managed and developed investment portfolios
Branch Manager
Bank Of China
02.2013 - 03.2015
- Built strong relationships within local area,developed customer network and provided them with various financial solutions
- Devoted to business development and promoting branch's market share in retail banking
- Met targets set up by headquarters and made branch profitable
- Engaged staff in business processes with positive motivational techniques.
Financial Advisor
Bank Of China
07.2007 - 01.2013
- Assessed clients' financial situations, offered strategic advice on various financial products and services
- Maintained customer loyalty through giving professional advise and cultivating client relationship
- Guided clients towards profitable and secure financial decisions
- Stayed updated on industry trends through massive learning
Education
Bachelor of Economics - Public Finance
Zhejiang University of Finance & Economics
Hangzhou ,Zhejiang,China06.2007
Skills
- Branch operation and management skills
- Experience in coaching staff and managing small team
- Capability in business developing by promoting market share
- Fluency in mandarin speaking
- Strong background in retail banking services
Certification
Associate Financial Planner (AFP)
Languages
Chinese (Cantonese)
Native language
English
Upper intermediate
B2
Additional Information
elected as a member of Economic Committee under Chinese People's political consultant conference(Hangzhou Yuhang District),my contribution to promoting local economic growth was recognized by the local area. During the memberhood of this committee, I proposed a few measures to build more schools which were adopted by the government ,benefitting hundreds of migrant' children.
Timeline
Financial Investment Manager
Gold Concord Group Co.,Ltd
06.2021 - 10.2022
Financial Investment Manager
Rich & Force Group Co.,Ltd
08.2019 - 03.2021
Financial Investment Manager
Zhejiang Jinyihe Holdings Co.,Ltd
04.2015 - 12.2018
Branch Manager
Bank Of China
02.2013 - 03.2015
Financial Advisor
Bank Of China
07.2007 - 01.2013
Bachelor of Economics - Public Finance
Zhejiang University of Finance & Economics
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