Well-versed in various banking products and procedures.
Strong understanding of regulatory compliance.
Possessed deep understanding of credit analysis, Offers great time management and task prioritization skills.
Experienced Budget Management Analyst skilled in budget review, reporting and improvement.
Encouraging manager and analytical problem-solver with talents for team leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
16
16
years of professional experience
Work History
Deputy Director of Strategic Analysis
OneConnect Smart Technology Co.,Ltd.
01.2022 - 12.2023
prepared departmental budget, monitored and reviewed actual spending against approved budgets to identify variances and recommend corrective actions when needed.
Performed month-end account analysis, analyzed revenues, expenditures, and cash management,implemented continuous improvements to the budgeting process.
Delivered and analyzed financial data outcomes to Department head and internal staff to drive continuous improvement and client engagement.
Oversaw project management efforts, ensuring timely completion of projects within allocated budgets and scope.
Participated in risk assessment analysis for new and existing project.
Director of Banking Corporate Relationship Dep
MUFG Bank Shenzhen Branch
01.2019 - 12.2021
Assisted in sales and marketing strategies to foster achievement of profit goals.
Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Corporate Banking Relationship Manger
MUFG Bank,Shenzhen Branch
04.2008 - 12.2018
managed over 100 existing Japanese corporate clients located in Guangdong area, offer personalized support for different needs,Strengthen relationships by providing exceptional service and timely support.
Reviewed information in customer accounts and made recommendations for new products and services.
Assisted clients in developing strategic plans for capital investing,financial solutions.
Processed various transactions with accuracy and according to bank standards and legal requirements.
Organized client meetings and presentations, showcasing the bank's expertise in various industries.
Enhanced internal processes for greater efficiency in managing client relationships, streamlining operations and improving overall performance metrics.
Corporate Banking Relationship Trainee
MUFG Bank
09.2013 - 10.2014
Participated in on-the-job training, working closely with supervisors and coworkers to improve understanding of Japanese domestic financial products and processes, marketing techniques, and industry information.
Assisted in maintaining relationship with Chinese company in Japan to enhance profit chance.
Attached to Strategic Shift 4 Business Banking at BSP Financial Group LimitedAttached to Strategic Shift 4 Business Banking at BSP Financial Group Limited