Mengyi Liu

• Identified and qualified new leads by leveraging consultative conversations to uncover underlying client needs, ensuring the delivery of tailored solutions.
• Executed pre-meeting qualification calls to profile clients and schedule targeted consultations with Wealth Managers.
• Maintained meticulous client records using X Plan system, ensuring data accuracy and preparing detailed profiles for the Wealth Manager team.
• Managed a high-volume schedule via Outlook to efficiently coordinate and book client meetings (MST).
• Coordinated daily operations to enhance workflow efficiency and support team objectives.

2024 Q3 Individual Brilliance Award winner

ASB Values Superstar in FY24

ASB Values Superstar in FY25

• Conducted proactive Kiwisaver review calls to analyze client fund fit and ensure alignment with their financial goals.
• Recommended specific investment products aligned with client risk profiles and long-term financial objectives.
• Addressed client current and future financial needs by educating them on available options.
• Processed and managed client account operations, including Kiwisaver withdrawals, new account openings, and formal complaints.
• Maintained compliance with financial services regulations across all client interactions and transactions

• Built rapport and managed customer relationships, providing solutions for daily banking needs.
• Opened new accounts and cards,guiding customer through the AML verification process.
• Educated customers on digital and self-service channels-FNC/ATM
• Undertake cash management requirements in an accurate and efficient manner and ensure compliance with bank process and policy requirement
• Deliver on bank purpose by providing simple, meaningful ways to help customer improve their financial wellbeing