YU CHING YANG
Summary
An adaptable, resourceful with a friendly personality and plenty of customer service experience who has over nine years of invaluable experience. A strong communicator with excellent interpersonal skills and knowledge of financial reporting. Now looking to further an already successful career by working in the finance department for an ambitious and expanding company.
Overview
10
10
years of professional experience
Work History
Vice President
DBS Bank
06.2019 - Current
- Responsible for developing new accounts and maintaining customer relationships
- Providing well financially investment and management
- Providing advice, guidance of financial area to the clients
- Establish long-term mutually beneficial relationships with clients
- Achievements: Excellent financial advisor award in 2019-2023
Senior Manager
UBS AG Taipei Branch
01.2018 - 05.2019
- Responsible for developing new accounts and maintaining customer relationships
- Providing well financially investment and management
- Providing advice, guidance of financial area to the clients
- Establish long-term mutually beneficial relationships with clients
- Developing 30 clients with investing over $1,000,000USD
Deputy Manager
Cathay United Bank
06.2016 - 12.2017
- Responsible for developing new accounts and maintaining customer relationships
- Providing well financially investment and management
- Providing advice, guidance of financial area to the clients
- Establish long-term mutually beneficial relationships with clients
- Achievements: Excellent financial advisor award in 2017
- Reaching 150% of sales target in 2016
- Developing 10 clients with investing over $300,000USD
- Developing over 50 accounts successfully.
Relationship Manager
Citibank Taiwan
07.2014 - 05.2016
- Responsible for developing new accounts and maintaining customer relationships
- Providing well financially investment and management
- Providing advice, guidance of financial area to the clients
- Establish long-term mutually beneficial relationships with clients
- Achievements: Developing 3 clients with investing over $1,000,000 USD
- Developing 5 clients with investing over $300,000 USD
- Developing 30 clients with investing over $100,000 USD
- Promoted to Sales Assistant Manager in 2015
- Developing 18 clients in 2014.
Education
Bachelor degree - Department of Banking and Finance
Chinese Culture University
09.2010 - 6 2014
Skills
Customer Service
undefinedTimeline
Vice President
DBS Bank
06.2019 - Current
Senior Manager
UBS AG Taipei Branch
01.2018 - 05.2019
Deputy Manager
Cathay United Bank
06.2016 - 12.2017
Relationship Manager
Citibank Taiwan
07.2014 - 05.2016
Bachelor degree - Department of Banking and Finance
Chinese Culture University
09.2010 - 6 2014
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