Xuhui WANG
Summary
Results-driven private wealth professional with a proven track record in elevating sales performance and accelerating assets under management (AUM) growth. Expert in designing and implementing KPI-driven sales frameworks and incentive programs that boost revenue and motivate high-performing teams. Successfully managed a USD $90M cross-border client portfolio, leveraging deep analytical skills to deliver tailored wealth management solutions. Adept at leading teams, optimizing client acquisition strategies, and driving digital transformation initiatives to secure a competitive edge in the wealth management sector.
Overview
11
11
years of professional experience
3
3
Certifications
Work History
Manager
ICBC Asia
11.2021 - Current
- Sales Performance & Incentive Design: Developed and executed annual performance frameworks and bonus models aligned with sales targets, driving revenue growth, and motivating cross-business unit sales teams through data-driven incentive programs.
- Customer Activation & AUM Growth: Spearheaded initiatives to engage long-tail clients and optimize portfolio performance, resulting in significant AUM expansion (e.g., managed ~$90M AUM by 2021) through tailored wealth management solutions.
- Sales Team Leadership: Led a team of three in implementing end-to-end sales performance cycles, from KPI tracking to bonus distribution, fostering a collaborative environment that enhanced sales efficiency and goal attainment.
- Data-Driven Sales Strategy: Leveraged SQL and advanced analytics to generate performance reports for senior management, enabling strategic decisions in retail banking, digital transformation, and targeted sales campaigns.
- Cross-Border Business Development: Collaborated with front-to-back-office departments to design onboarding programs for sales staff, emphasizing compliance and product expertise to support cross-border client acquisition and retention.
Cross-Border Relationship Manager
ICBC Asia
11.2018 - 10.2021
- Providing customized wealth management solutions to cross-border clients, emphasizing AUM growth and portfolio management, revenue growth.
- Boosting customers portfolio and managed approximately USD 90M AUM by Oct 2021.
- Provide the full suite of wealth management and banking services to cross-border clients.
Branch Sales Executive
CCB (Asia)
08.2017 - 10.2018
- Maintain relationships with individual and corporate clients, cross-selling a range of retail banking products such as accounts, cards, also cross selling Insurance &Investment products.
- Work closely with internal credit advisors to provide lending solutions, and grow lending balances.
- Ensure strict compliance with internal and external regulations, including areas of risk, regulatory compliance, and financial crime compliance.
Personal Banking Officer
BOCHK
02.2016 - 05.2017
- Delivered comprehensive retail banking services, including account opening, insurance, and loan facilitation.
- Refer clients to Relationship Managers for specialized investment and insurance product selling.
Financial Planner
AIA HK
05.2015 - 08.2015
- Providing Insurance solutions for cross-border clients.
Financial Consultant
Prudential Hong Kong
09.2014 - 04.2015
- Providing insurance solutions for cross-border clients.
Education
MBA -
The Chinese University of Hon Kong
Hong Kong11-2027
Bachelor of Arts - Creative Writing for Film, Television and New Media
Hong Kon Baptist Universtyi
Hong Kong06-2014
Skills
- Team leadership
- Customer relationship management
- Wealth management
- Sales management
- WPS Office Suite and Microsoft Office applications
- SQL and VBA programming
- Data-driven analysis
- Performance management
Languages
English
Proficient (C2)
C2
Putonghua
Native
Native
Cantonese
Proficient (C2)
C2
Certification
CAMS, Ref:005117611
Timeline
Manager
ICBC Asia
11.2021 - Current
Cross-Border Relationship Manager
ICBC Asia
11.2018 - 10.2021
Branch Sales Executive
CCB (Asia)
08.2017 - 10.2018
Personal Banking Officer
BOCHK
02.2016 - 05.2017
Financial Planner
AIA HK
05.2015 - 08.2015
Financial Consultant
Prudential Hong Kong
09.2014 - 04.2015
MBA -
The Chinese University of Hon Kong
Bachelor of Arts - Creative Writing for Film, Television and New Media
Hong Kon Baptist Universtyi