Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Francis Yuen

Gilbert,AZ

Summary

  • Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
  • 18 Years of solid sales and business development experience with a wide range of clients from Mass market to UHNW business clients.
  • Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Relationship Advisor

First Citizens Bank
Boston, MA
11.2022 - 08.2024
  • Collaborated with colleagues from various departments in order to provide the best possible service experience for customers.
  • Responded promptly to client inquiries regarding account balances, transaction details or other information requests.

Associate Director, Private Banking

Standard Chartered Bank
Hong Kong, Hong Kong SAR
09.2019 - 03.2021
  • Sourced private banking prospects, utilized networking skills to acquire global clients, actively identified and explored new business opportunities.
  • Managed client relationships to ensure exceptional client satisfaction, trust, and robust partnerships.
  • Attained annual business objective ahead of schedule, accomplishing target in under a year.

Associate Director, Private Banking

China Industrial Bank
Hong Kong, Hong Kong SAR
06.2018 - 09.2019
  • Proactively drove the growth of new accounts by fostering long-term relationships with both internal and external business partners.
  • Established and developed Private Banking business in multiple cities in China, including Shanghai, Hangzhou, and Ningbo. Successfully achieved assigned business targets by securing 18 new clients and managing assets under management (AUM) worth 100NNM. Consistently completed all assigned tasks within specified time frames.

Vice President, Private Wealth Management

Wing Lung Bank, CMB Group
HK, Hong Kong SAR
10.2014 - 06.2018
  • Frequently traveled and met with diverse clients across Hong Kong and China, expanding client portfolios and strengthening existing customer relationships.
  • Enhanced existing client bases through strategic utilization of bank resources and collaboration with business partners, delivering tailored financial solutions to address individual needs.
  • Achieved significant growth by expanding the portfolio to $400 million with 280 clients, including 130 HNW individuals, resulting in over $3 million annual revenue.

Relationship Manager, Retail Banking

Standard Chartered Bank
HK, Hong Kong SAR
04.2009 - 10.2014
  • Cross-sold multiple banking products to meet individual sales target and deliver exceptional customer service.
  • Effectively managed customer complaints, resulting in higher customer loyalty. Achieved 18% increase in Branch NPS.
  • Promoted to Senior RM within 1.5 years after consistently surpassing assigned targets and earning customer praise.

Education

Bachelor of Arts - Hospitality Business Management

Birmingham University
Birmingham, United Kingdom
06-2003

Skills

  • Business Development
  • Customer Relationship Management
  • Adaptable to Changing Conditions
  • Wealth Management
  • KYC
  • Regulatory Compliance

Languages

English
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual

Certification

  • Securities Industry Essentials (SIE), 2022
  • Certified Private Wealth Professional (CPWP), 2019

Timeline

Relationship Advisor

First Citizens Bank
11.2022 - 08.2024

Associate Director, Private Banking

Standard Chartered Bank
09.2019 - 03.2021

Associate Director, Private Banking

China Industrial Bank
06.2018 - 09.2019

Vice President, Private Wealth Management

Wing Lung Bank, CMB Group
10.2014 - 06.2018

Relationship Manager, Retail Banking

Standard Chartered Bank
04.2009 - 10.2014

Bachelor of Arts - Hospitality Business Management

Birmingham University

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Francis Yuen