ASTRID CHUNG WEN HUANG
FINANCIAL INDUSTRY
SINGAPORE
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships.
Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers.
Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
13
13
years of professional experience
8
8
Certification
Work History
AVP RELATIONSHIP MANAGER
UNITED OVERSEAS BANK LIMITED
09.2022 - Current
- Managed over 200 customers and communicate closely with clients to understand their needs, advise and cross-sell products.
- Built and deepen relationships with new and existing clients while providing high level of expertise and effective communication and exemplary interpersonal skills.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
CORPORATE FINANCE SPECIALIST
CTBC BANK
05.2021 - 09.2022
- Managed over 80 corporate account and closed lucrative sales deals using strong negotiation and persuasion skills.
- Negotiated loan terms and conditions with customers to secure best deal.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Utilized risk management strategies to attain high loan approval rates.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
WEALTH MANAGEMENT CONSULTANT
TAISHIN INTERNATIONAL BANK
09.2020 - 01.2021
- Structured Notes, Unit Trust, Bond, Stock, Insurance, Credit Card cross selling
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
SENIOR FINANCIAL CONSULTANT OF BANK INSURANCE
AEGON THTF LIFE INSURANCE, BANK INSURANCE DPT
09.2018 - 12.2019
- Bank channel development and established.
- Work with branch manager to implement company's strategy to reach 100% sales goal.
- Delivered strategic investment advice for individual and corporate clients.
- Trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
SALES SPECIALIST
FUBON LIFE INSURANCE CO., LTD
11.2016 - 08.2018
- New customer developing and cold calling over 50 calls per day.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Managed customer accounts to secure customer satisfaction and repeat business.
OVERSEAS HORECA SALES SUPERVISOR
AFFLUENCE FOODS LTD
01.2012 - 12.2017
- Distributor & Channel Development
- New brand promoting and marketing
- Negotiate with foreign supplier for pricing and business plan
- Successfully importing 3 new brands into Taiwan's market
- Effectively coached team members to reach weekly and monthly sales goals.
- Analyzed sales data to set quotas and assess potential areas of growth.
- Capitalized on sales development and performance optimization opportunities while controlling expenses and maintaining diverse customer base.
FINANCIAL CONSULTANT
CITI BANK
11.2010 - 07.2011
- Provide professional recommendations on investment opportunities, products and services based on individual needs.
- Investment portfolio examination and market analyze
- Developed and maintained strong relationships with clients to maximize satisfaction
Education
BACHELOR OF BUSINESS - INTERNATIONAL TRADE
TAMKANG UNIVERSITY
TAIPEI, TAIWAN 06.2006 - 09.2010
Skills
- Negotiation
- Critical Thinking
- Consultative Selling
- Channel Maintenance
- Account Management
- Sales & Pricing Strategies
- Partnership Development
- Financial Advising & Analysis
- Interpersonal Communication Skills
- Business Development and Planning
- Customer Relationship Management
Accomplishments
- 2014.4.8~11
FHA Singapore International F&B, Hospitality Trade
Show, Singapore
- Successfully Introducing one new brand- 3 STAR to
Taiwan's market
- 2015.10.8~18
ANUGA Food Tec, Cologne, German
- Successfully Introducing two new brand-
Julian Martin and St. Louis to Taiwan's market
- 2016.6.22~25
Taipei International Food Show Taipei, Taiwan
- Host the exhibition and potential buyers seeking
Languages
Chinese (Mandarin)
English
Certification
- CMFAS HI-HEALTH INSURANCE
- CMFAS M8A-COLLECTIVE INVESTMENT SCHEMES II
- CMFAS M9-LIFE INSURANCE AND INVESTMENT-LINKED POLICIES
- CMFAS M9A-LIFE INSURANCE AND INVESTMENT-LINKED POLICES II
- CMFAS MODULE 6A-SECURITIES & FUTURES PRODUCT KNOWLEDGE
- CMFAS M5- RULES AND REGULATIONS FOR FINANCIAL ADVISORY SERVICES
- CMFAS Module 1B-Rules & Regulations for Dealing in Securities (Non-SGX-ST Members)
- WSET LEVEL 1 AWARD IN WINES (QCF)
Timeline
AVP RELATIONSHIP MANAGER
UNITED OVERSEAS BANK LIMITED
09.2022 - Current
CORPORATE FINANCE SPECIALIST
CTBC BANK
05.2021 - 09.2022
WEALTH MANAGEMENT CONSULTANT
TAISHIN INTERNATIONAL BANK
09.2020 - 01.2021
SENIOR FINANCIAL CONSULTANT OF BANK INSURANCE
AEGON THTF LIFE INSURANCE, BANK INSURANCE DPT
09.2018 - 12.2019
SALES SPECIALIST
FUBON LIFE INSURANCE CO., LTD
11.2016 - 08.2018
OVERSEAS HORECA SALES SUPERVISOR
AFFLUENCE FOODS LTD
01.2012 - 12.2017
FINANCIAL CONSULTANT
CITI BANK
11.2010 - 07.2011
BACHELOR OF BUSINESS - INTERNATIONAL TRADE
TAMKANG UNIVERSITY
06.2006 - 09.2010
- CMFAS HI-HEALTH INSURANCE
- CMFAS M8A-COLLECTIVE INVESTMENT SCHEMES II
- CMFAS M9-LIFE INSURANCE AND INVESTMENT-LINKED POLICIES
- CMFAS M9A-LIFE INSURANCE AND INVESTMENT-LINKED POLICES II
- CMFAS MODULE 6A-SECURITIES & FUTURES PRODUCT KNOWLEDGE
- CMFAS M5- RULES AND REGULATIONS FOR FINANCIAL ADVISORY SERVICES
- CMFAS Module 1B-Rules & Regulations for Dealing in Securities (Non-SGX-ST Members)
- WSET LEVEL 1 AWARD IN WINES (QCF)
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