I am currently serving as a Relationship Manager (RM) in the Commercial Banking Division of CTBC Bank, primarily working with domestic and international publicly listed companies.
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
My role encompasses comprehensive financial solutions, including corporate lending, international trade financing, capital market fundraising, and hedging strategies.
Given that my clients engage with multiple banking institutions, maintaining strong relationships and maximizing revenue is a crucial aspect of my work. Since joining CTBC Bank in early 2022, I have expanded my client portfolio from an annual revenue of NT$40 million to NT$100 million by the end of 2024. This growth stems from deepening client relationships, fostering trust, eliminating price competition, and delivering tailored financial solutions.
In response to recent market volatility, I collaborate closely with the trading desk to design derivative financial products that help clients manage foreign exchange risks. This role has strengthened my ability to maintain client relationships while effectively utilizing company resources to drive higher profitability.
Relationship building
Customer relationships
Relationship management
Customer service
Excellent communication
Banking
Account management
Financial planning processes
Customer relationship management
Risk management
Equity and fixed income markets
Know your customer