Senior Personal Banking Manager 1 Year 6 Months ICBC (ASIA) | 04.2025 - Current
Provide professional advisory services on premium financing, secures loan products and mortgage, tailoring solutions to client needs
Manage end-to-end mortgage application process, including credit assessment, documentation and compliance checks
Develop and maintain strong client relationships to drive loan portfolio growth and cross-selling opportunities
Collaborate with internal teams to optimize loan approval efficiency and enhance client experience
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Assistant Relationship Manager 7 Months Fubon Bank | 09.2024 - 04.2025
Account opening for the commercial clients
Prepare documents for Relationship Managers before appointments
Seek for the potential clients to have further business development to Relationship Managers
Policies checking before submissions
Handling some lapse or cooling-off policy cases, and reinstate the policies for the clients
Deal with daily administrative works for teammates
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Personal Banking Assistant Manager 7 Years 8 Months Bank of China | 01.2017 - 09.2024
Account opening for the clients Cross selling the products of Credit card, Personal loans or Mortgage Build up the good relationships with clients Explore the opportunities of business, refer the potential clients to relationship manager General customer service handling Show Description