Summary
Overview
Work History
Education
Skills
Software
Timeline
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Serena Liu

Serena Liu

Assistant Relationship Manager
Causeway Bay,Hong Kong

Summary

Experienced financial advisor and assistant relationship manager with over 3 years. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

5
5
years of post-secondary education
5
5
years of professional experience

Work History

Assistant Relationship Manager

CTBC Bank
Hong Kong, Hong Kong
01.2020 - Current
  • Managed top 5 smartphone brand client with above $100 billion in total assets.
  • Assisted customers with needs such as opening accounts, transferring funds, updating account details and signing up for new services.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.

Assistant Credit Manager

CTBC Bank
Tainan, Taiwan
07.2019 - 01.2020
  • Oversaw all reporting, documentation and compiled data critical to analysis of annual report.
  • Investigated and evaluated customers for creditworthiness and potential risk factors.

Financial Intern

Cloudmed Co., Ltd
Taipei, Taiwan
06.2018 - 04.2019
  • Devoted star-up business proposal to government agencies and institutional investors. Also responsible for business plan to demo pitch.
  • Led marketing team in delivery of innovation & startups competition project, resulting in Top 20 .

Financial Consultant

Bank SinoPac
Taichung , Taiwan
06.2015 - 09.2017
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Awarded top 4 the best sales of fresh-staff in 2016.

Education

M.D. - Finance

National Chung Cheng University
Taiwan
09.2017 - 06.2019

Bachelor of Science - International Business

Feng Chia University
Taiwan
09.2011 - 06.2015

Skills

    Client Relationships

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Software

Microsoft office

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Timeline

Assistant Relationship Manager

CTBC Bank
01.2020 - Current

Assistant Credit Manager

CTBC Bank
07.2019 - 01.2020

Financial Intern

Cloudmed Co., Ltd
06.2018 - 04.2019

M.D. - Finance

National Chung Cheng University
09.2017 - 06.2019

Financial Consultant

Bank SinoPac
06.2015 - 09.2017

Bachelor of Science - International Business

Feng Chia University
09.2011 - 06.2015

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Serena LiuAssistant Relationship Manager