ASTRID CHUNG WEN HUANG

•Develop new banking relationships with business prospects, onboarding and account setup, ensuring regulatory compliance and exceptional client experience.

• Increased portfolio growth by effectively identifying new business opportunities through market research and networking.

• Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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