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portfolio management, customer relationship, corporate banking

Location:
Lyon, RA, France
Posted:
June 03, 2014

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Resume:

Wei Jia SHI

Birthday : May *th, ****

Address : **, *** ******* **** ***** - Chaponost, France

E-mail : acee5w@r.postjobfree.com

Mobile: +33-6-58-41-87-47

Linkedin:

fr.linkedin.com/pub/rachel-shi/6b/321/42/

Personal Profile

Accomplished and experienced relationship manager in banking industry with

proven ability to develop, maintain professional long term customer

relationship and to increase shareholders value. Commercially-aware multi-

lingual (English, Mandarin, Shanghai dialect, Chongqing dialect, basic

conversational level French) MBA participant (specializing in Finance and

Multinational Corporation Management), I am motivated to look for an

opportunity related to banking industry and financial service where I can

bring long-term value and deliver exceptional service to the bank and the

clients.

My MBA program in EMLYON business school will finish soon and I will be

available in July 2014.

Working Experience

2005 - May 2013 HSBC Bank (China) Company Limited -- Assistant

Vice President Shanghai

. Customer relationship management

- Managed more than 200 million RMB portfolios (European middle and big

corporations in manufacturing, consulting, trading, logistics

- Met annual loan/deposit (50% increases) and referral targets (insurance,

cross-border and personal finance).

- Managed risk and expectations, building long-term relationships and

trust. (Provided solutions on RMB cross-border, capital usage, fund

shortage, hedging, cash management, account receivable, LC discount

- Developed new relationship to enlarge the portfolio.

- Supported the management of other portfolio when shorthanded.

. Conflict management

- Analyzed and solved problems (operations, account maintenance, tax

issue

- Communicated with customers and different functions to solve conflicts

(operation/ procedure).

. Project management

- Led 3- member team to develop a pioneering channel on qualified customer

referral.

- Established first network with 30 agents within 3 months.

- Introduced this new model to other branches in Mainland China.

. Others

- Coached 2 bank executive trainees each batch (3-6months) and new team

members.

- Collected and consolidated data, prepared various reports (on deposit,

loan, cross-referrals, cleanup, golf, seminar required by different

functions (Commercial Banking, Trade, Money Market, Operation, Marketing,

HSBC overseas, People's Bank of China, State Administration of Foreign

Exchange

- Helped and participated in bank events (seminars, HSBC Golf Championship,

China Junior Golf Program

- Participated in corporate social responsibility (blood donations, book

donations, money donations, charity

2004-2005 Asia Pacific Rep. Office of PSM International - Personal

Assistant to CEO Shanghai

. Assistance to CEO

- Arranged travel, events and meetings (on average, CEO traveled for 3

weeks each month)

- Collected data, prepare reports (marketing, purchasing, sales... required

by CEO and headquarter)

- Communicated with factory, other functions and headquarter (production

plan, budget, sales, annual event)

- Supported CEO's family requirements (housing, holiday, visa, school,

medical, tax

. HR

- Assisted recruitment (3 persons were recruited)

- Maintained social insurances; applied for visa and working permit.(4

expatriates)

- Prepared payroll, arranged income tax payments (around 16 staff).

- Arranged files and dossiers for all staff

. Accounting

- Set up and managed bank accounts (saving account and special tax account)

- Prepared account books

- Arranged representative office tax payment.

- Arranged annual inspection of representative office (certificates of

registration, tax, enterprise code)

. Administration

- Maintained office equipments (computers, copier, printers, fax machine,

projector

- Managed fixed lines, mobile, broad-band and handled monthly bills.

- Controlled office vehicles (2 drivers and 2 cars)

1997-2004 Chong Qing Hao Feng Environmental Designing Corporation -

English Translator Chongqing

. Translation

- Translated documents (industry related foreign documents,

articles

- Drafted correspondence emails

- Received expatriate visitors (interpret for 4-5 visitors who were

company's potential customers)

- Delivered language training to staff (weekly training to available

staff, usually around 20 persons)

. HR

- Supported recruitment. (more than 10 persons were recruited)

- Organized files and dossiers

1994-1997 Chong Qing Chen Guang Department Store- Sales Manager

Chongqing

. Sales management

- Supervised sales ( 2 teams total 8 persons)

- Managed stock. (bag and luggage, belt and wallet)

- Suggested supply (brands, types, color, amount

. Others

- Delivered training to new staff (company policy, selling skills, product

knowledge)

Education Experience

Aug 2013 - Now EMLYON Business School - MBA (France / Finance &

Multinational Corporation Management)

EM LYON Business School was founded in 1872 by the Lyon Chamber of

Commerce and Industry. It is one of the few business schools to hold

triple accreditation from Equis, AACSB and AMBA. No3 MBA in the World for

Career Development (Financial Times, October 2013).

1999 - 2003 Sichuan International Study University - (English

Department / self taught program)

1994 - 1997 Self training (English)

Before 1994 Chong Qing Hong Yan Professional School - (Public

Relationship)



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