Harry Xue
Summary
Innovative and business-driven Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Always finding different ways to acquire new clients and foster lucrative relationships. Responsible for multinational enterprises for more than 6 years with strong financial analysis, statistics analysis, dynamic collaboration and decision making skills.
Overview
9
9
years of professional experience
Work History
Relationship Manager
Mizuho Bank
2019.08 - 2023.07
- Mainly responsible for maintaining and expanding business of Taiwan multinational enterprise such as Hotai Motor Group, Far Eastern Group, Uni-President Group, Formosa Plastics Group etc.
- Develop and cultivate positive relationships with these enterprises to result in deposit, loan, forex, hedging, syndication, or other corporate banking services.
- Regularly financial review and monitor loan portfolio to ensure strong credit quality. Detailed credit and financial analysis of potential loan or syndication,renewable energy, and other structured Financing cases.
- Respond to enterprise inquiries and resolve complaints to establish trust and increase satisfaction. Achieve goals for sale of bank products and services and exceeded performance metrics for customer service.
Assistant Relationship Manager
MUFG Bank
2015.12 - 2017.10
- Provide assistance to the relationship manager by developing and maintaining positive relationships with Taiwan multinational enterprises.
- Prepare detailed credit and financial analysis of potential business such as loan, syndication etc.
- Prepare regular financial and rating review and monitor loan portfolio for these enterprises.
- Accurate and efficient record keeping of client meetings; Engage with clients to obtain relevant updates and resolve queries.
- 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.
Private Investment Manager
Saxo Bank
2015.01 - 2015.12
- Responsible for maintaining and expanding customers and helping these customers to deal with trading issue. Trading products include FX, future, options, ETF, stock etc.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Analyzing financial news and trading methods and share these information with customers.
Education
Master of Science - Account And Finance
University of Leeds
Leeds, UK12.2014
Bachelor of Science - International Business And Finance
University of Leeds
Leeds, UK07.2013
Skills
- Financial Statements and Management
- Product and Service Sales
- Critical and creative Thinking
- Communication and cooperation skills
- Microsoft Office, IBM Notes, SPSS Statistics
hobby
Violin, Aikido, Travel
Languages
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Timeline
Relationship Manager
Mizuho Bank
2019.08 - 2023.07
Assistant Relationship Manager
MUFG Bank
2015.12 - 2017.10
Private Investment Manager
Saxo Bank
2015.01 - 2015.12
Master of Science - Account And Finance
University of Leeds
Bachelor of Science - International Business And Finance
University of Leeds
Similar Profiles
Pankaj SinghPankaj Singh
Vice President at Mizuho BankVice President at Mizuho Bank
KRISTELLE LOUISKRISTELLE LOUIS
Administrative Assistant - Reception at MIZUHO BANKAdministrative Assistant - Reception at MIZUHO BANK
Yewon (Chloe) LeeYewon (Chloe) Lee
Corporate Banking Analyst at Mizuho BankCorporate Banking Analyst at Mizuho Bank