Summary
Overview
Work History
Education
Skills
Skills And Others
Timeline
Generic
Zhiyu WANG

Zhiyu WANG

Singapore

Summary

Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.

Overview

10
10
years of professional experience

Work History

Relationship Manager

Citibank
09.2022 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
  • Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.

Assistant Relationship Manager

PC Financial
12.2020 - 07.2022
  • Provide administrative and client service support to Relationship Managers servicing clients
  • Respond to all client enquiries and instructions and provide resolution to most issues and requests
  • Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels.
  • Coordinate with product groups, operations and other functional areas as necessary
  • Ensure compliance with regulations and controls as set by the company and regulatory authorities at all times

Financial Consultant

AXA Insurance Pte Ltd
11.2017 - 11.2020
  • Organized and ran the China channel development (Financial company, personal bankers) and Singapore local business expansion project (Study aboard agencies, Chamber of commerce)
  • Planned events like lectures and roadshows to develop new clients and strengthen existing relationship
  • Assessed new clients' risk profiles and provided comprehensive financial advice
  • Managed existing clients' portfolio through different asset classes and achieved over 20% annual return
  • Analyzed customers data and summarized into a report to make the next stage working plan

Marketing Consultant

Meten International Educational Technology LLC
10.2014 - 06.2017
  • Collected detailed data and conducted peer analysis to provide timely responses to competitors' actions
  • Conducted social media marketing and reached over 30k followers on WeChat public platform
  • Organized series of lecture events on Global Study & Travel Program and boosted 2 million revenue
  • Developed online and offline marketing plans for overseas study services and brand awareness
  • Developed the marketing plans and achieved more than 10% of annual target performance

Education

Bachelor of Business Studies - Finance

University College Dublin
10.2023

Human Resource Management -

University of Electronic Science and Technology of China
07.2014

Skills

  • Microsoft Office
  • Relationship building and management
  • Excellent communication
  • Time management
  • Risk management

Skills And Others

Business, Native, Microsoft Office (Word, Excel, PowerPoint, Project), M5, M9, M9a, M8, M8a, HI, CFA candidate, FRM candidate

Timeline

Relationship Manager

Citibank
09.2022 - Current

Assistant Relationship Manager

PC Financial
12.2020 - 07.2022

Financial Consultant

AXA Insurance Pte Ltd
11.2017 - 11.2020

Marketing Consultant

Meten International Educational Technology LLC
10.2014 - 06.2017

Human Resource Management -

University of Electronic Science and Technology of China

Bachelor of Business Studies - Finance

University College Dublin

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Zhiyu WANG