Rosa Wong
Sunnyvale
Summary
Dynamic Premier Relationship Manager with a proven track record in client relationship management and team leadership. Successfully coached a top-performing banking center, enhancing sales performance through strategic planning and market research. Fluent in Mandarin, I excel in building strong client connections and driving results in high-stakes environments.
Overview
14
14
years of professional experience
Work History
Premier Relationship Manager
HSBC
Cupertino
05.2020 - 02.2022
- Coach the team and winning number one performing banking center in the last business campaign
- Concisely rank top 10 banker in the market
- Engage and build client relationship with both US and international based client, through email, phone and Zoom appointment
- Lead and train the team as the pilot branch for remote account opening
- I researched companies and client prospects, and met with the team weekly to discuss findings.
Private Client Banker/Manager on Duty/Business Specialist
JPMorgan Chase
Sunnyvale
04.2010 - 11.2018
- Functioned as relationship manager for affluent and high net worth clients
- Presented holistic financial plans based on a comprehensive needs assessment
- Facilitated regular meetings with regional wealth management partners
- Handled organized outbound calling to existing customers in book of business
- Managed effective activities to track and drive sales performance
Relationship Banker
Bank of America
Mountain View
04.2008 - 04.2010
- Collaborated with team members to develop best practice sales techniques, resulting in 20% increase in productivity
- Resolved claims of fraudulent purchases on customer accounts and advised customers on increased security practices
- Assist and handle all the HELOC applications in the branch.
Education
Bachelor Degree - Finance, Marketing
Santa Clara University
Santa Clara, CA06.2004
Skills
- Customer service
- Team leadership
- Problem solving
- Coaching and mentoring
- Strategic planning
- Wealth management collaboration
- Remote account setup
- Market research
- Client relationship management
- Sales performance tracking
- Sales strategy development
- Fluent in Mandarin
- Time management
Languages
- English
- Chinese
Languages
Chinese (Mandarin)
Professional
Timeline
Premier Relationship Manager
HSBC
05.2020 - 02.2022
Private Client Banker/Manager on Duty/Business Specialist
JPMorgan Chase
04.2010 - 11.2018
Relationship Banker
Bank of America
04.2008 - 04.2010
Bachelor Degree - Finance, Marketing
Santa Clara University
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