Head of Financial Institution Relationship Management
Beijing,BJ
Summary
Nearly seven years experiences as the secretary of the Management Committee of Credit Card Business Unit between Huaxia Bank and Deutsche Bank leads understanding of the roles and responsibilities of Manager, Board Operations.
Committed manager (more than seven years)with exceptional leadership, organisational skills and communication abilities leads high-performing cross-functional teams.
Daily communication with international banks, such as JP Morgan, Standard Chartered Bank, HSBC, OCBC, UOB, DBS, SMBC, etc., along with overseas education and internship background enable me to work in international organizations like AIIB.
Experienced with over 19 years in the banking industry and equipped with in-depth understanding of the operation of commercial banks.
Strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments enable me to work in many departments of the Bank, including front desk, risk management, etc.
Overview
22
22
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Head of FI Relationship Management
Huaxia Bank, Co.,Ltd.
Beijing, Beijing
05.2021 - Current
Lead a FI team of four personnel under Trade Finance Department of Huaxia Bank Co., Ltd (HQ).
Establish and strengthen the relationships with financial institutions to facilitate trade finance, financial market and other businesses of the Bank.
Arrange meetings of Senior Management with international banks, including originating meeting, proposing topics of meetings, preparing agendas, and following up with the resolutions of meetings.
Regular liaison with correspondent banks to provide financial services for exports/imports clients of the Bank.
Prepare credit proposal of international financial institutions, perform comprehensive review and assessment of risks for all credit packages..
Open and maintain the clearing FX accounts (30+) of 10 currencies of the Bank. Liaison with the correspondent banks to solve the problems and update terms and conditions of the accounts.
Review KYC and risk rating of all the correspondent relationships with reference to AML and Compliance Requirements.
Keep updated on changing market conditions, regulatory requirements, and international sanctions guidance.
Manager, FX Transactions and Policies
Huaxia Bank Co., Ltd.
Beijing, Beijing
05.2018 - 05.2021
Led a team of 6 personnel under Trade Finance Department of Huaxia Bank Co., Ltd (HQ).
Developed new products of FX derivatives, including formulating the rules and procedures of business processing, developing and upgrading IT system, and improving products in accordance with branches suggestions and customer needs.
Handled FX transactions on behalf of clients, including buying and selling foreign currencies.
Supported branch staff to provide FX risk management services for clients, such as formulating hedging strategies and offering relevant derivative products.
Assisted branch staff and clients in complying with relevant FX regulations and policies and provide consulting services on FX compliance.
Monitored and analyzed the market trends of the FX market, and provided branch staff and clients with market information and investment advices.
Supported branches to establish and maintain good relationships with clients, understand their FX business needs, and provide personalized services.
Associate of FX Market Risk Management
Huaxia Bank Co., Ltd.
Beijing, Beijing
05.2013 - 05.2018
Performed the duties of FX Market Risk Management in the Department of Risk Management, and carried out FX risk identification, measurement, monitoring and control. Including monitoring the FX rate indicators and the international financial market, writing timely market risk analysis for the relevant departments for the unexpected international and domestic market risk events, monitoring the sovereign risk and initiating early warning, and drafting the rules and procedures related to FX market risk management
Organized monthly market risk briefing/interest rate and exchange rate joint meetings of International Business Department, Financial Planning Department, Financial Market Department, etc. Analyzed important information on international and domestic macroeconomic and financial markets, put forward relevant suggestions on the Bank's business, and wrote minutes of the meetings.
Lead the market risk management consulting project of BASEL III with the international consulting firm from project application, launch, implementation until the finalization. Worked with the consulting firm to submit more than 50 project deliverables on time and in good quality and coordinating the internal resources to jointly improve and accept the project results, so as to satisfy the requirements for compliance and management enhancement.
Was responsible for the training programs of the department. Formulated the annual training plan and training summary of the department, organized bank-wide lectures on macroeconomics and market risk and invited external quality lecturers to give speeches.
Credit Card Product Manager
Huaxia Bank Co., Ltd.
Beijing, Beijing
12.2007 - 04.2013
Managed full product lifecycle, from ideation through post-launch support, ensuring consistent quality control measures were in place.
Collaborated with sales, marketing, call center, risk management and support teams to launch products on time and within budget.
Conducted competitive analysis to identify gaps in the market and potential opportunities.Implemented new product features for improved user experience.
Led the projects of Huaxia Financial IC credit card, Lufthansa Miles & More co-branded card, business card and co-branded credit cards.
Concurrently worked as secretary of the Credit Card Center Management Committee between Huaxia Bank and Deutsche Bank, accompanying management at all levels to meet senior executives of Deutsche Bank, liaisoning meetings with Deutsche Bank and taking meeting minutes.
In 2011, accompanied the EVP of Huaxia Bank Co. Ltd. to India to attend the meeting of the Management Committee of Credit Card Business Cooperation between Huaxia Bank and Deutsche Bank, being responsible for pre-meeting liaison, formulation of trip plan, accompanying interpreters, writing trip reports and minutes of the meeting.
Secretary of Credit Card Business Unit Management
Huaxia Bank Co., Ltd.
Beijing, Beijing
06.2006 - 12.2007
Performed secretarial works of the Management Committee, including: organizing and convening the meetings of the Management Committee, preparing materials for the meetings, taking minutes, as well as coordinating and supervising all parties to implement the relevant resolutions of the Management Committee, and other related work;
Participated in the negotiation between Huaxia Bank and Deutsche Bank on the subsidiary agreement on credit card cooperation, being responsible for translating, interpreting, writing minutes and documentation.
Accompanied the CEO of Huaxia Bank to Germany to attend the senior management meeting with Deutsche Bank in 2007, responsible for pre-meeting liaison, formulating the trip plan, and interpreting in the meetings.
Accompanied management at all levels to meet senior executives of Deutsche Bank, liaisoning meetings with Deutsche Bank and taking meeting minutes.
Intern
ProQuest Information & Learning
Ann Arbor, Michigan, USA
05.2005 - 08.2005
Founded in 1938, ProQuest, Inc. provides database resources and services to universities, government agencies, and commercial clients in more than 160 countries worldwide.
During the summer internship, was mainly responsible for pre-product development market research and completing feasibility reports through data analysis and other methods.
Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Intern
NetAid
New York City, New York, USA
03.2005 - 03.2005
NetAid was a portal created by the United Nations and Cisco in 1999 to provide a platform for both the United Nations and Cisco to publicize the skills of volunteers and the needs of non-profit organizations online.
During the internship, was responsible for collecting op-ed programs from major U.S. media outlets and developing a media outreach plan based on NetAid's current projects.
Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Sales of Foreign News and Data
Xinhua News Agency
Beijing, Beijing
07.2003 - 08.2004
Participated in negotiations with foreign media such as Reuters, Agence France-Presse, The Economist, etc., and coordinated internal and external resources according to the negotiation results after the meeting to promote cooperation matters.
Accompanied Vice CEO of the head office to attend foreign affairs activities as interpreters.
Sold Xinhua economic and financial news and information products to foreign enterprises in China.
Collected feedback from end users and coordinated with editorial department to improve economic and financial information products.
Proven ability to learn quickly and adapt to new situations.
Education
Master of Science - Information Economics, Management and Policy
University of Michigan
Ann Arbor, USA
08.2004 - 12.2005
Bachelor of Arts - English Literature (Information Management)
Beijing Foreign Studies University
Beijing
09.1999 - 06.2003
Skills
Clear communication and meeting coordination
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Languages
Chinese (Mandarin)
Native
English
Fluent
Affiliations
Member of Council, Beijing Western Returned Scholars Association
Certification
CFA
Interests
Running regularly Frequently join marathon race and trail running race and enjoy the delight of persistence and meditation during the process
Timeline
CFA
08-2021
Head of FI Relationship Management
Huaxia Bank, Co.,Ltd.
05.2021 - Current
Manager, FX Transactions and Policies
Huaxia Bank Co., Ltd.
05.2018 - 05.2021
FRM
03-2017
Associate of FX Market Risk Management
Huaxia Bank Co., Ltd.
05.2013 - 05.2018
Credit Card Product Manager
Huaxia Bank Co., Ltd.
12.2007 - 04.2013
Secretary of Credit Card Business Unit Management
Huaxia Bank Co., Ltd.
06.2006 - 12.2007
Intern
ProQuest Information & Learning
05.2005 - 08.2005
Intern
NetAid
03.2005 - 03.2005
Master of Science - Information Economics, Management and Policy
University of Michigan
08.2004 - 12.2005
Sales of Foreign News and Data
Xinhua News Agency
07.2003 - 08.2004
Bachelor of Arts - English Literature (Information Management)
Teacher Biology and Environmental Science at Beijing Yizhuang Experimental Middle SchoolTeacher Biology and Environmental Science at Beijing Yizhuang Experimental Middle School