Bonnie Xie
Summary
Results-oriented private banker with 20 years extensive experience in wealth management and corporate banking. Provide comprehensive financial advice and tailored solutions to ultra-high-net-worth clients. Proven success in driving client satisfaction and retention. Established leadership skill by taking a management role since 2011.
Overview
1
1
year of professional experience
6
6
years of post-secondary education
Work History
Director
Citi Private Bank-China Offshore
6 2024 - Current
- Successfully managed a portfolio of UHNW clients with an average AUM of $ 3.8bn with 2024 YTD CNR RR close to USD15MM
- Utilized a consultative approach to provide tailored investment, financial planning, and overall wealth management solutions
- Developed detailed financial plans and assessments for clients, and provided advice on investments and options for risk mitigation
- Promoted to be a team leader with 3 team members since 2023
Senior Vice President
Citibank (China) Co., Ltd
2024.06 - 2024.12
- - Target Market— large SOEs, large private enterprises, listed companies, capital market origination
- Awarded the “Exceptional Rating” (1 rated) for 2011 for achieving top team and individual performance including terms revenue (over 200% of budget), prospecting, asset-to deposit and credit control.
Assistant Vice President
Citibank (China) Co., Ltd
2024.01 - 2024.07
- - Responsible for a portfolio of credit management (above 12 accounts covering 5-6 industries), timely identify credit risk, monitor credit exposure and apply risk mitigation with industry expertise
- Made recommendations on credit structure within the Bank’s guidelines on issues such as the range of facilities, deal structures, any flexibility or customization required by internal and external clients.
Director
Citibank (China) Co., Ltd
2024.02 - 2024.06
- - Responsible for a portfolio of 20+ Group clients across the country in Consumer & retail, healthcare, and conglomerate industries
- Alliance with IBD/ECM/DCM/EAF/ADR and other capital market functionality
- Prospect opportunities of private placement, bond/high yield issuance, deposit receipt service,cross-border cash and liquidity management
- Maintained good relationship with C level management of all major corporate clients
- People management with 5 team members including 3 VPs, 1 AVP and 1 manager.
Vice President
Citibank (China) Co., Ltd
2024.05 - 2024.06
- - Identified, developed, strengthened and managed relationships with new and existing corporate customers
- Implemented agreed business plan to achieve sales/revenue targets of USD4MM
- Covered industries of auto, pharmaceutical, steel, textile and airline.
Assistant Vice President
Citibank (China) Co., Ltd
2024.07 - 2024.05
- - Managed a portfolio of 7 real estate clients with an asset of more than USD200MM
- Prepared credit proposals and conduct risk monitoring for responsible accounts
Director
Citibank (China) Co., Ltd
2024.12 - 2024.02
- - Responsible for a diversified client portfolio of 15 Group clients in transportation, consumer & retail, healthcare, steel and manufacturing
- Awarded the “Exceptional Rating” (1 rated) for 2014 for achieving top team and individual performance to outperform agreed revenue target of USD24MM
- Achieved balanced business growth in international network revenue, onshore flow revenue and episodic deals, e.g
- Two offshore syndication loans in 2015, the first EUR exchangeable bond for Chinese issuer in Asia, the Asia largest take-private financing deal in 2013
- Experienced in devising financing solutions to companies with needs of investment, cash management, bond, IPO, international trading and leveraged financing
- People management with 5 team members Continue to up-tier junior bankers via training, assignments, strategic hiring and development of high potential bankers.
Manager
Citibank (China) Co., Ltd
2024.02 - 2024.01
- - Evaluated risks based on in-depth analysis of clients’ operating environment, business model, strengths and weakness as well as understanding of their current and potential industry, business cycles, and other credit risk factors
- Prepared credit presentation and proposal for credit approval.
Education
Master of Science - Law And Accounting
London School of Economics & Political Science
2002.09 - 2003.09
Certificate For One Year Pre-MBA Intensive Course - Covering Academic Skills, Marketing, Management-oriented Lecture Courses
University of St - Andrews
2001.09 - 2002.07
LLB, 1st Class Honours Degree, - International Economics Law
Shanghai Institute of Foreign Trade (SIFT)
1997.09 - 2001.07
Skills
Relationship building
Timeline
Director
Citibank (China) Co., Ltd
2024.12 - 2024.02
Assistant Vice President
Citibank (China) Co., Ltd
2024.07 - 2024.05
Senior Vice President
Citibank (China) Co., Ltd
2024.06 - 2024.12
Vice President
Citibank (China) Co., Ltd
2024.05 - 2024.06
Director
Citibank (China) Co., Ltd
2024.02 - 2024.06
Manager
Citibank (China) Co., Ltd
2024.02 - 2024.01
Assistant Vice President
Citibank (China) Co., Ltd
2024.01 - 2024.07
Master of Science - Law And Accounting
London School of Economics & Political Science
2002.09 - 2003.09
Certificate For One Year Pre-MBA Intensive Course - Covering Academic Skills, Marketing, Management-oriented Lecture Courses
University of St - Andrews
2001.09 - 2002.07
LLB, 1st Class Honours Degree, - International Economics Law
Shanghai Institute of Foreign Trade (SIFT)
1997.09 - 2001.07
Director
Citi Private Bank-China Offshore
6 2024 - Current
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