Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Interests
Work Availability
Quote
Languages
Timeline
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June Yang

June Yang

Professional Executive

Summary

Experienced team player and professional advisor dedicated to delivering actionable insights and fostering collaboration. Skilled at analyzing data and trends to provide timely and effective recommendations. Well-versed in operating in complex, fast-paced environments. With 20 years' experience, prepared to leverage expertise for a new position and deliver impactful solutions while promoting customer success. Developed critical thinking and advisory skills in previous client-focused roles to enhance operational efficiency and stakeholder satisfaction. Excellent communicator who excels at providing valuable insights and support to resolve issues. Seeking a transition into a new field with a collaborative partnership environment to contribute to the company's success. Ready to apply transferable skills to drive success in a different industry.

Overview

21
21
years of professional experience
3
3
Certifications
2
2
Languages

Work History

Treasury Services FX Advisor (North Asia)

Citibank
04.2013 - Current
  • Engaging clients and internal stakeholders by providing Value added services (VAS), data-driven insights and leverage expertise for execution of trades.
  • By working in alignment in a consistent and reliable manner, we play a supportive and crucial role to help our clients achieve their desired outcomes.
  • Conducted coaching and mentorship to junior bankers to find out their pain points to advocate for better ongoing strategic support, fostering great working partnership.
  • Presented and participated in Young Successor Client Events. Facilitated workshops on financial planning for high-net-worth individuals and their successors, improving their understanding of wealth management.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
  • Accomplishments: Star EXSA Award for Excellence Service

Treasures Relationship Manager (SEA - Indonesia)

DBS Bank
05.2012 - 04.2013


  • Work collaboratively with cross-functional teams to address customer needs, gather feedback for product improvements, develop tailored strategies that enhance customer satisfaction and retention
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Strengthened client relationships by proactive engagement - actively listening to their needs and providing tailored personalized financial solutions.
  • Accomplishments: Pioneer RM to set up Margin Trading Line (MTL) for Client under Treasures Platform.

Corporate Treasury Sales (SME/ Global Markets)

Standard Chartered Bank
04.2010 - 04.2012
  • Thinktank with Corporate RMs on how to identify potential customers with new ideas by listening and observing their clients' requirements and pain points.
  • Spearhead on several innovative ideas to provide impactful, real solutions for Clients in meeting their requirements for FX risk management, offering stability in their cash flow using options and derivatives to hedge their FX risk in their company's payables and receivables. This allow me to develop and cultivate lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • With more proactive engagement with clients, I was able to optimize more opportunities to be able to provide professional expertise on bonds, equities, mutual funds, structured notes, FX options and derivatives , interest rate swaps (IRS) and cross currency swaps (CCS) for many of the corporations clients to consider their overall investment exposures strategically with the bank.
  • Exceeded sales revenue > 200% through hedging solutions and investment ideas through clients' visits. Many corporations was vertically converted to more vested clients of the bank with greater product penetration by cultivating greater level of engagement by listening and addressing their pain points.
  • Accomplishments: Certificate of Excellence for Outstanding Performance (Standard Chartered Champions Trophy 2011)
  • Exceeded sales targets set by higher management by 240% per quarter
  • Clients' Compliments Letters on Service Excellence in Standard Chartered Bank

Premier Banking Relationship Manager

OCBC Bank
05.2007 - 04.2010
  • Worked closely with clients to develop long-term financial plans, including wealth management strategies, risk mitigation approaches, and retirement planning considerations.
  • Maintained a solid pipeline of prospective opportunities through diligent prospecting efforts within target markets.
  • Delivered exceptional customer service by addressing client inquiries or concerns promptly and efficiently, ensuring issues were resolved to their satisfaction.
  • Implemented effective sales strategies that aligned with organizational goals while also catering to individual client preferences and requirements.
  • Grew Asset Under Management to beyond S$200MIL by proactively identifying potential investment opportunities in a period of 3 years during GFC (Global Financial Crisis) due to tenacious follow ups and multiple presentations to clients appropriately based on their objectives.
  • Accomplishments: Clients' Compliments -Letter of Service Excellence in OCBC Bank.


Senior Financial Planner

HSBC Insurance Pte Ltd
10.2004 - 12.2006
  • Participated in roadshows and community outreach programs promoting financial literacy education.
  • Conducted thorough market research to stay current on industry trends and identify new investment opportunities for clients.
  • Evaluated insurance policies for clients to ensure adequate coverage while minimizing premiums paid over time.
  • Advised business owners on succession planning strategies to preserve their legacy and protect their family's future interests.
  • Implemented tax-efficient strategies in client portfolios, optimizing savings and wealth accumulation potential.
  • Accomplishments: Invitation to MDRT Achievement Club
  • Takaful Proficiency Certification

Education

Bachelor of Science - Banking And Finance

University of London
UOL (SIM)
Jul 2001 - Jul 2004

Skills

Onshore and Offshore Personal Banking Sales

Certification

Certificate in CFMAS - 1B, 5, 8, 9 and HI

Accomplishments

  • Star EXSA Award for Excellence Service - Citibank
  • Certificate of Excellence for Outstanding Performance - Standard Chartered Bank (SCB)
  • Clients' Compliments Letters on Service Excellence in all 3 Financial Institutions - Citibank, SCB and OCBC
  • Gold Award For Community Involvement Record in Year 2020 during Tertiary Days

Interests

Reading a book in a Cafe with Good Coffee, Getting my Investing Calls Right, Travelling at my own pace, dancing to my own beat, Playing and Learning from Kids Exploring new courses in Artificial Intelligence, Technology, Strategic Planning, Business Intelligence, Partnership and Channel/ Strategic Marketing, Cross Border Payments Volunteering and mentoring the younger generation Making a difference and paying it forward to the society with more generosity and sustainability

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)

Timeline

CFTE Fintech 360

03-2025

Treasury Services FX Advisor (North Asia)

Citibank
04.2013 - Current

Treasures Relationship Manager (SEA - Indonesia)

DBS Bank
05.2012 - 04.2013

Corporate Treasury Sales (SME/ Global Markets)

Standard Chartered Bank
04.2010 - 04.2012

Premier Banking Relationship Manager

OCBC Bank
05.2007 - 04.2010

Certificate in CFMAS - 1B, 5, 8, 9 and HI

10-2004

Takaful Proficiency Certification

10-2004

Senior Financial Planner

HSBC Insurance Pte Ltd
10.2004 - 12.2006

Bachelor of Science - Banking And Finance

University of London
Jul 2001 - Jul 2004

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June YangProfessional Executive