AMY LAI
Summary
Accomplished Managing Director with a proven track record at Credit Suisse/UBS, enhancing client relationships and driving revenue growth. Expert in risk management and team collaboration, she has significantly contributed to the success of UHNW clients across the Great China market. Renowned for delivering exceptional customer service and strategic succession planning.
Overview
29
29
years of professional experience
Work History
Managing Director
Credit Suisse/ UBS
2005.02 - Current
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Senior Client Partner
- She served as a financial advisor to UHNW individual and corporate clients including family offices, multi-national companies, listed companies to provide holistic solutions to clients.
- She is one of the most experienced and senior bankers in private banking industry especially in great China market.
VP
Standard Bank Group
2004.08 - 2005.02
Relationship Manager of Great China Team
AVP
ABN AMRO Bank N.V
2001.01 - 2004.07
Relationship Manager of Taiwan Team
AM
Citibank, NA
1994.12 - 2001.01
Citigold WM Banker
Education
Bachelor of Arts - Finance
Western Michigan University
USA06.1993
Skills
- Team Collaboration
- Client Relationships
- Succession Planning
- Revenue Growth
- Customer Service
- Risk Management
Accomplishments
Key Career Achievements
Year
2022 CS APEC Chairman Club Top 15 RM REV CHF13.8m
2021 CS APEC Chairman Club Top 15 RM REV CHF15m
2020 CS APEC Chairman Club Top 15 RM REV CHF15m
2019 CS APEC Top Contributor managed solution CHF75m
2019 CS APEC TOP Alternative Solution Winner
2019 CS APEC TOP exclusive PE Fund (Azalea)
2019 CS APEC TOP Impact Fund
2018 CS APEC TOP RM Alternative Investment
2016 CS Great China TOP RM in Mandate Solution
2011 CS Great China TOP RM in Dragon Campaign
1998 CitiBank APEC TOP CITIGOLD New Accounts Winner- Award Trip to NY
Timeline
Managing Director
Credit Suisse/ UBS
2005.02 - Current
VP
Standard Bank Group
2004.08 - 2005.02
AVP
ABN AMRO Bank N.V
2001.01 - 2004.07
AM
Citibank, NA
1994.12 - 2001.01
Bachelor of Arts - Finance
Western Michigan University