Xuanjia Yu

Experience

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  Prudential Hong Kong

  Aug 2015 - Aug 2015

  Business program trainee; Group leader

  •Led a six-person team in formulating solutions in business planning contest, winning the First Prize all the while learning industry knowledge, and receiving a recognition letter from Prudential stakeholders

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  China Everbright Bank

  Jan 2016 - Feb 2016

  Personal Banking Intern

  •Introduced and recommended financial products to clients with an average daily sale at 150K USD•Provided timely support and problem resolution to senior customers, recording customer complaints and reporting to manager to improve customer satisfaction

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  China Minsheng Banking Corp.ltd

  Jul 2016 - Aug 2016

  International Settlement Intern

  •Examined Letter of Credit, receiving and sending SWIFT messages•Verified documents of insurance and financial services•Built system for printing and classifying SWIFT messages, increasing the efficiency of receiving and classification by 30%

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  Agilent Technologies

  Sept 2016 - Apr 2017

  Finance Intern

  •Randomly checked import and export documents, ensuring the coincidence between Customs Declaration Form and Contract, Invoice Packing List, reducing trade compliance•Translated the information required by the Customs as to smooth the import process

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  中国民生银行

  Jul 2018 - now

  Corporate Client Manager

  •Established and maintained effective, collaborative relationships with major corporate clients. Assessed clients' needs and collaborated with product specialists to structure appropriate product solutions. Demonstrated to the clients with a full understanding of their needs. Client list includes listed corporates and quality private enterprises such as Huazhu Group Limited, Pengxin International Mining Co. Ltd., Agree Technology, WonderTek Technology, etc.•Applied multiple financial products to cater to various needs from clients, including but not limited to Working Capital Loans, Bank/Commercial Acceptance Bill, International/Domestic Letter of Credit, Forfeiting, Commercial Paper, Asset-Backed Securitization, Annexation Loan, etc.•Composed due diligence investigation reports for internal risk control and background check Show less