JIYAO WAN
Sydney,Australia
Summary
Dynamic Account Manager with three years of experience in the financial sector, focused on enhancing client relationships, and driving business success. Demonstrated expertise in data analysis and customer service, adept at understanding client needs, and delivering tailored solutions. Proven ability to manage complex transactions and uphold regulatory compliance, ensuring risk mitigation and operational excellence. Committed to leveraging strong analytical skills, and a proactive approach to contribute to team objectives, and elevate the customer experience. Enthusiastic about embracing new challenges while delivering exceptional results in a fast-paced environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Account Manager
BANK OF CHINA
Sydney, AU
02.2023 - 10.2025
- Applied strong financial acumen and analytical thinking to evaluate client risk, detect anomalies, and ensure sound financial decisions.
- Delivered exceptional customer service by proactively understanding client needs, resolving complex issues promptly, and providing tailored banking and lending solutions.
- Prepared and submitted Suspicious Matter Reports (SMRs) and sanctions alerts in collaboration with Legal and Compliance teams.
- Managed high-value client portfolios, achieving growth targets through a goal-oriented and customer-focused approach while maintaining zero compliance breaches.
- Conducted periodic reviews to ensure KYC data accuracy and client satisfaction throughout the account life cycle.
- Partnered with Risk and Compliance departments to enhance transaction monitoring and internal control systems.
BUSINESS DEVELOPMENT INTERN
Decode Capital
Sydney, AU
07.2022 - 10.2022
- Prepared thoroughly for client meetings, assisting sales representatives in promoting products effectively.
- Familiarized with product features, benefits, and customer needs to provide insightful sales support.
- Conducted in-depth analysis and forecasting of financial trends, culminating in a comprehensive monthly report.
- Gathered and analyzed relevant data, identifying patterns to inform strategic decisions.
- Communicated key findings and recommendations to stakeholders, enhancing informed decision-making.
Education
Master of Commerce - Business Analytics
University of New South Wales
Sydney, NSW, Australia07.2022
Graduate Certificate - Business Analytics
University of New South Wales
Sydney, NSW, Australia03.2021
Bachelor of Science - Mathematics
University of New South Wales
Sydney, NSW, Australia06.2020
Skills
- Strategic Planning
- AML/KYC Compliance
- Customer Relationship Management
- Portfolio Growth
- Goal Orientation
- Microsoft Excel / Power BI (Financial Reporting)
- Financial analysis
- Team collaboration
Certification
Tier 2 in Financial Services (RG146)
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Account Manager
BANK OF CHINA
02.2023 - 10.2025
BUSINESS DEVELOPMENT INTERN
Decode Capital
07.2022 - 10.2022
Master of Commerce - Business Analytics
University of New South Wales
Graduate Certificate - Business Analytics
University of New South Wales
Bachelor of Science - Mathematics
University of New South Wales