Qingxue Miao
Brisbane,QLD
Summary
Public Account Manager with extensive experience at China Everbright Bank, specializing in customer relationship management and financial product marketing. Proven ability to conduct financial analysis and build strong client connections, resulting in significant business growth and improved client satisfaction. Excellent communication skills complemented by expertise in investment products.
Overview
20
20
years of professional experience
Work History
Public Account Manager
China Everbright Bank
Shijia Zhuang, China
05.2012 - 03.2025
- Be able to engage in the planning and implementation of the public customer relationship management and marketing plan of the enterprises and institutions, peers and other customers to provide deposits, payment settlement, collection and other financial services marketing personnel.
- Providing various financial analysis, planning investment advice, selling financial planning and investment product marketing public mainly engaged in agents Funds, Bonds, insurance, foreign currency financial products, third-party depository and other product sales.
Senior Associate
Deutsche Knowledge Services
03.2009 - 03.2012
- ISDA products include OTC Vanilla Transactions, Structured trades, Equity Trades, and Commodity Finance.
- Captured confirmations within GOLD Streaming for OTC Derivatives Vanilla trades and for certain Asia Pacific Branches of Deutsche Bank AG and to dispatch those confirmations to clients within 48 hours.
- Deals with: New Trades, Re-booking, Amendments, Novations, and Terminations.
- Screened and rectified all errors on OTC derivative Deal Ticket and SUMMIT (in-house trade capture system) so that accurate confirmations are produced.
- To liaise with stakeholders, Incoming team, Clients Services, Credit, Legal, Static Data, Settlements, Front Office and Middle Office areas in order to create and dispatch accurate confirmations in a timely manner.
Research Analysis & Language Specialist
Thomson Reuters Lipper
01.2005 - 03.2009
- Support customers across a broad range of clients including Hedge Funds, Institutional customers, Government Agencies, Asset Managers, and Pension Funds.
- Produce, edit and deliver in a timely manner all client feeds, reports and electronic products under tight deadlines.
- Manage and prioritize the day to day processing workloads for information identification and system delivery functions.
- Client communication – Via phone, email and chat functionality.
Education
MBA - Master of Business Administration
University of the Philippines
01.2008
Major in Foreign trade English - Foreign trade English
Shijia Zhuang Foreign Language Institute
01.2004
Skills
- Medical terminology
- Appointment scheduling
- Document management
- Patient records maintenance
- Insurance processing
- Customer relationship management
Skills
Fluent in English as working language. Proficient in English oral and written communication skills., Skilled use of Microsoft Office, Photoshop, Skilled use of various office software.
Languages
Chinese (Mandarin)
Professional
Timeline
Public Account Manager
China Everbright Bank
05.2012 - 03.2025
Senior Associate
Deutsche Knowledge Services
03.2009 - 03.2012
Research Analysis & Language Specialist
Thomson Reuters Lipper
01.2005 - 03.2009
MBA - Master of Business Administration
University of the Philippines
Major in Foreign trade English - Foreign trade English
Shijia Zhuang Foreign Language Institute