Yuqing (Vivian) Wu
Los Angeles,CA
Summary
Wealth Management / Referral Performance Highlights
- Consistently generated an average of 1+ qualified Wealth Management referral per business day as of Jun 2026 after adjusting for holidays and scheduled leave, three weeks vocation through proactive client discovery and relationship management.
- Partnering closely with CRM to deepen affluent client relationships and expand investment opportunities.
- Q1 2026 61 wealth referrals
- Q2 2026 59 wealth referrals
- Q3 2026 30 ( two weeks vocation )
- Oct 2026 18 referrals with one week vocation
- Demonstrated a strong track record of high-quality referral conversion, with 60%+ of referred clients meeting with WRM & Financial Advisors and over 40% converting to investment account openings, contributing to overall Wealth Management growth.
Overview
6
6
years of professional experience
Work History
Personal Banker
Citibank
San Gabriel, California
11.2023 - Current
- Achieved the #1 SG Valley Area ranking in YTD 2025 financial performance by achieving 182.9% of goal through exceptional business development, deposit growth, and affluent client relationship management.
- Ranked #6 nationally among Citibank bankers as of September 2025 for outstanding achievement against YTD sales performance goals.
- Ranked #3 in the SG Valley Area as of Sep 2026 through consistent sales execution, client acquisition, and relationship growth.
- Received the Extreme Passion Award in recognition of exceptional contributions to business growth, client experience, and overall performance at Citigroup.
- Played a key role in elevating branch OSAT performance from High Achiever to Leaders Circle status by enhancing the client experience, strengthening service quality, and driving team engagement.
- Proactively identified affluent client opportunities through discussions about CD maturities, retirement planning, deposit growth, and investment needs, partnering with Financial Advisors to deepen client relationships and deliver holistic financial solutions.
- Consistently identified opportunities to consolidate external assets, expand primary banking relationships, and connect clients with investment, lending, and wealth management solutions aligned with their financial goals.
- Built and deepened relationships with affluent clients through proactive outreach, personalized financial reviews, and needs-based recommendations, contributing to sustained portfolio growth and long-term client loyalty.
Relationship Banker
East West Bank
11.2022 - 11.2023
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice
Associate Banker
East West Bank
02.2022 - 11.2022
- Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
- Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals
City Manager
FANTUAN CA INC
02.2021 - 02.2022
- Identified business development challenges and customer concerns for proactive resolution.
- Utilized market trends, mission priorities and customer goals to envision, shape and close new opportunities.
- Trained and guided team members to maintain high productivity and performance metrics.
Operation Manager
FANTUAN CA INC
11.2020 - 02.2021
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Implemented business strategies, increasing profit and effectively targeting new markets.
Business Developers
FANTUAN CA INC
07.2020 - 11.2020
- Good interpersonal and communication skills
- Experience as a sales executive or relevant role
Education
Bachelor of Arts - Business Administration And Management
University of California - San Diego
La Jolla, CA06-2020
Skills
- SIE & Series 63 Series 65
- California Life & Health Insurance Licensed
- Bilingual (Mandarin Chinese & English)
- Recognized as a Top Performer – Citibank Leaders Circle (2024, 2025 YTD, Q1 & Q2 &Q3 2026)
- Build Long-Term Client Relationships Through Proactive Follow-Up, Personalized Service & Financial Needs Assessments
- Affluent & High-Net-Worth Client Relationship Management
- Business Development & Client Acquisition
- Investment, Banking & Lending Referral Experience
- Cross-Functional Collaboration with Wealth Management, Financial Advisors & Lending Partners
- Regulatory Compliance, Risk Management & Branch Operations
Timeline
Personal Banker
Citibank
11.2023 - Current
Relationship Banker
East West Bank
11.2022 - 11.2023
Associate Banker
East West Bank
02.2022 - 11.2022
City Manager
FANTUAN CA INC
02.2021 - 02.2022
Operation Manager
FANTUAN CA INC
11.2020 - 02.2021
Business Developers
FANTUAN CA INC
07.2020 - 11.2020
Bachelor of Arts - Business Administration And Management
University of California - San Diego