Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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CALVIN WU

Eastvale,CA

Summary

Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 14-year track record of success in Banking.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Wealth Relationship Manager

Citibank
08.2022 - Current
  • Maximized client retention rates by consistently delivering superior customer service experiences across all touchpoints.
  • Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
  • Reduced portfolio risk by conducting thorough due diligence on potential investments and closely monitoring performance indicators.
  • Established a strong reputation for integrity and professionalism, leading to increased client trust in the firm''s wealth management services.

VP, Jade Relationship Manger

HSBC Bank USA
07.2018 - 06.2022
  • Generated new business over 1 million USD and referral clients in partnership with financial advisors , Mortgage Consultant and branch team.
  • Worked with Private Banking team and Jade departments to facilitate communication and deliver personalized solutions to customers.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

AVP, Premier Relationship Manger

HSBC Bank USA
09.2016 - 07.2018
  • Built and maintained relationships over $100,000 USD with new and existing clients while providing high level of expertise.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

Senior Small Business Relationship Manager

Bank of America
07.2015 - 04.2016
  • Provide financial solutions to small business with annual revenue from $250k up to $5 million
  • Primary point of contact within financial center for walk-in small business client and resident expert for Small Business products, services, and strategies
  • Make outbound calls to targeted financial center customers and meet with small business clients at their place of business to deepen relationship.

Personal Banker

Bank of America
01.2014 - 07.2015
  • Offer and sell financial products and services to consumers and small business clients
  • Interact and deepening relationship with customers and discover customers' financial needs
  • Simplifying customers' financial needs by partnership with mortgage loan officers and business bankers.

Personal Banker

East West Bank
08.2007 - 06.2010
  • Provided financial and credit services to customer, including consumer checking / savings accounts and mortgage loans
  • Applied market and securities knowledge to sell financial products and services to businesses and individual clients.

Education

Bachelor of Science - Economic - Management Science, Accounting Coursework, Finance and Business Administration

University of California - San Diego
La Jolla, CA
08.2013

Skills

  • Relationship Building
  • Risk Assessment
  • Financials Analysis
  • Operational Reporting
  • Social Perceptiveness
  • Financial Goal Planning

Accomplishments

  • Top Performer 2021
  • Leadership Club 2019
  • Achieved 199% of goal and top 5% of market (Small Business Banker)
  • Consistently exceeded 125% of goal each quarter (Small Business Banker)
  • Recognized with the "Top Performer Award, and 4-star Business Banker, Annual 2014" (Small Business Banker)
  • Received “Award of Excellence" as rank 1 credit card sales of year 2009. (Personal Banker)

Certification

Series 7 - General Securities Representative Qualification Examination

Series 66 - Uniform Combined State Law Examination

Life and Health

Languages

Chinese (Mandarin)
Native or Bilingual

Timeline

Wealth Relationship Manager

Citibank
08.2022 - Current

VP, Jade Relationship Manger

HSBC Bank USA
07.2018 - 06.2022

AVP, Premier Relationship Manger

HSBC Bank USA
09.2016 - 07.2018

Senior Small Business Relationship Manager

Bank of America
07.2015 - 04.2016

Personal Banker

Bank of America
01.2014 - 07.2015

Personal Banker

East West Bank
08.2007 - 06.2010

Bachelor of Science - Economic - Management Science, Accounting Coursework, Finance and Business Administration

University of California - San Diego

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