Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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兆廣(Elmo) 曾(Zeng)

兆廣(Elmo) 曾(Zeng)

Relationship Manager
Taoyuan City,TAO

Summary

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.

Overview

9
9
years of professional experience
4
4
years of post-secondary education

Work History

Relationship Manager

CTBC Bank
Taoyuan City, Taoyuan
03.2022 - Current
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

Relationship Manager

Taishin International Bank
Taoyuan City, Taoyuan
02.2020 - 03.2022
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.

Assistant Manager

Chailease Holding Company
Taoyuan City, Taoyuan
07.2016 - 02.2020
  • Developed strong client relationships for repeat business and increased referrals.
  • Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.

Education

BBA - Accounting

National Kaohsiung University of Applied Sciences
Kaohsiung City, Taiwan
09.2007 - 07.2011

Skills

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

Personal Information

  • Age: 36
  • Gender: Man

Timeline

Relationship Manager

CTBC Bank
03.2022 - Current

Relationship Manager

Taishin International Bank
02.2020 - 03.2022

Assistant Manager

Chailease Holding Company
07.2016 - 02.2020

BBA - Accounting

National Kaohsiung University of Applied Sciences
09.2007 - 07.2011
兆廣(Elmo) 曾(Zeng)Relationship Manager