Experience

• 

  育碧

  Jun 2010 - Dec 2010

  Admin intern
• 

  Citi

  Jan 2011 - Oct 2020

  Customer protection 西区消费者权益保护负责人Work with branch and get early involvement in serious complaints taking place in the west region (3 cities, 7 branches), including phone/FTF communication with customer to manage customer’s concerns and expectation;Work with Customer Care Unit (Shanghai HQ) to prepare case investigation/internal/regulator/media report;Support to Branch Management and working together in serious complaint handling, settlement and resolution to improve customer experience;Liaise with related and local regulation/dept./units to deliver training for the branch staff in area of complaint management, consumer protection, service quality, etc. 收起

  • Regional Customer Care Manager

    Jan 2016 - Oct 2020

  • Executive Relationship Manager

    Jan 2014 - Jan 2016

  • Senior Relationship Manager

    Jul 2013 - Dec 2013

  • Relationship Manager

    Jan 2013 - Jun 2013

  • Senior Personal Banker

    Jun 2012 - Dec 2012

  • Personal Banker

    Jan 2012 - Jun 2012

  • Senior Citigold Associate

    Jun 2011 - Dec 2011

  • Citigold Associate

    Jan 2011 - Jun 2011
• 

  花旗银行(中国)有限公司

  Oct 2020 - Jul 2023

  Avp, executive relationship manager

  1) 凭借十二年以上的财富管理经验和专业技能为高净值客户制定全面的财富管理方案，管理约 120 名高净值客户，AUM 约 8000 万美金，私人银行级别客户约30 位；2) 在满足客户需求的同时提供卓越的客户体验，有效建立、维护和管理与客户关系；每年均超额完成业绩，保险业绩尤为突出，平均每年增加 3-5 位私行级别客户，不断增大管理资产量；3) 以客户为中心，在推动花旗的财富主张和战略方面发挥关键作用，以专注、热情和创新不断超越客户的期望；4) 不定期参与管理培训，协助行长管理分支行。

• 

  Hsbc

  Jul 2023 - now

  Vice president, relationship management, global private banking