Excel, Powerpoint, Bloomberg, Word, Financial Systems, Microsoft Office Suite

proposal preparation, Credit Write-up, Financial Analysis, Bilingual Communication, Business Development, Periodic Reporting

Client Administration, Compliance, CRM DiAS, Risk Management

payment services, Loan Servicing, CDD, Kyc, Account Opening

client liaison , Supervisory Skills, Adaptability, Banking, Client Relationship Management, managing communication, Initiative, Credit, Sales, Customer Service Experience, Regulatory Compliance, point of contact for clients

Loan Processing, account onboarding, static maintenance, asset transfers

Investments, Mandarin language skills, Wealth planning, Financial Products

Making travel arrangements, Administrative Duties, Sales Support, Arranging Meetings, Financial products and services, Client servicing operations, Producing presentation materials, Preparing correspondences