Summary
Overview
Work History
Education
Skills
Timeline
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Yuqing Wu

Los Angeles

Summary

Agile and client-focused financial professional with sharp insight into complex client needs. Skilled in identifying opportunities and delivering tailored financial solutions across a broad range of products, aligned with the long-term goals and risk profiles of high-net-worth individuals.

Overview

5
5
years of professional experience

Work History

Personal Banker

Citibank
San Gabriel
11.2023 - Current
  • Refer opportunities to segment partners where appropriate (including, but not limited to CRM, Loan officer and Small Business Partners, etc.).
  • Financial Performance: 177.9%. Leaders Circle: SG Area ranking #1 YTD as of 06/25/2025.
  • Receiving the Extreme Passion Award at Citi.
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products and services.

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.

City Manager

FANTUAN CA INC
02.2021 - 02.2022
  • Identified business development challenges and customer concerns for proactive resolution.
  • 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
  • Discovers and fosters new business opportunities, forges strategic partnerships, and broadens company customer base.

Education

Bachelor of Arts - Business Administration And Management

University of California - San Diego
La Jolla, CA
06.2020

Skills

  • SIE and Active Series 6 licenses
  • Holding a life & health insurance license
  • Alile insight to identify referral opportunities during daily conversation
  • Self-motivated with a strong sense of accountability
  • Mandarin and English speaking
  • Financial planning expertise
  • Business operations and internal risk controls
  • Stock market knowledge

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

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Yuqing Wu