Summary
Overview
Work History
Education
Skills
Timeline
Generic

Guangnan ZHU

Burnaby,BC

Summary

I have over 8 years’ working experience as relationship manager of financial institutions business in Banking. Acting as a senior relationship manager, I explored the business needs of the customers, include banks and non-banks financial institutions, and provided seamless solutions through marketing to execution. Based on clients’ requirement, I liaised with professional product teams to deliver the integrated financial products, such as credit loans, deposits, bonds, etc. to the potential customers and prepared the customized credit proposals to maintain strong relationship with clients.

Overview

9
9
years of professional experience

Work History

Senior Relationship Manager

Agricultural Bank Of China Limited HK Branch
01.2022 - 06.2023

1. Identify and build profitable relationships with prospects and customers consistent with the objectives of the bank.

2. Provide one-stop financial solutions by actively selling and delivering bank’s extensive range of products and services to customers while maximizing our share of customers' total business.

3. Interface with other Bank departments as necessary. Define responsibilities and coordinates objectives for all product areas in a relationship or transaction to resolve all client needs and any internal issues.

4. Perform the deposit and loan portfolio in the department, including portfolio monitoring for quality, risk, to ensure it is adherence to policy and check the KPI completion status.

Financial Institutions Relationship Manager

Hua Xia Bank Co. Ltd Hong Kong Branch
09.2019 - 12.2021

1. Participate in building up the infrastructure the Non-Bank FI business in Financial Institutions department and the establishment of internal policy including the loan product, AML and Credit.

2. Contribute the first Non-bank FI cross-board Loan for the bank.

3. Promote over 70% of deposit and 20% of loan portfolio in the branch.

4. Effectively manage the whole credit procedure for every project.

Financial Institutions Relationship Manager

Industrial And Commercial Bank Of China (Asia) Ltd
05.2017 - 09.2019

1. Actively and effectively identify the client needs and market trends.

2. Responsible for promoting and marketing banking products.

3. Enhance business scope via cross-selling banking products.

4. Maintain relationship and provide professional solutions to clients.

5. Comply with all internal procedures and all external regulations.

Financial Institutions Relationship Manager

Industrial And Commercial Bank Of China (Asia) Ltd
08.2014 - 05.2017

1. Responsible for the intra group collaboration. The client bases are focus on overseas and domestic intra-group members including the strategic partner Standard bank Group.

2. Closely coordinate with the overseas and domestic intra-group on the cross-border financing business.

Education

Master of Science - Environment And Public Health Management

Hong Kong Baptist University
Hong Kong
07.2014

Bachelor of Science - Finance

Henan University
China
07.2011

Skills

  • Client Needs Analysis
  • Customer Interaction
  • Managing Client Relationships
  • Financial Reporting and Analysis

Timeline

Senior Relationship Manager

Agricultural Bank Of China Limited HK Branch
01.2022 - 06.2023

Financial Institutions Relationship Manager

Hua Xia Bank Co. Ltd Hong Kong Branch
09.2019 - 12.2021

Financial Institutions Relationship Manager

Industrial And Commercial Bank Of China (Asia) Ltd
05.2017 - 09.2019

Financial Institutions Relationship Manager

Industrial And Commercial Bank Of China (Asia) Ltd
08.2014 - 05.2017

Master of Science - Environment And Public Health Management

Hong Kong Baptist University

Bachelor of Science - Finance

Henan University
Guangnan ZHU