Yi Xie
AUCKLAND
Summary
Experienced banking professional with a strong background in financial services and a focus on customer relations. Contributed to streamlined operations and enhanced client satisfaction throughout career. Recognized as a highly collaborative team player, consistently delivering results and adapting to evolving situations. Over 10 years of relevant experience in banking, with a proven track record of successfully meeting business targets, addressing customer needs, and improving overall customer satisfaction. Solid background in both China and New Zealand banking industries adds valuable international perspective to skill set.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Deputy Director of Member Relation Department
Shenzhen Green Finance Association
10.2021 - 09.2024
- Created the green and sustainable finance capacity building of the association, closely combined with the latest developments in green and sustainable finance, carefully planned and formulated green and sustainable related topics, popularized green finance professional knowledge at multiple levels, multiple angles and in all directions, deepened the understanding and consensus of all parties on green finance, and provided development ideas for the green development concept, internal system construction, business innovation capabilities, etc
- Consolidate green finance capacity building and strengthen brand professionalism
- Combining online and offline to broaden the brand dimension, enhanced association's influence in Shenzhen and the Guangdong-Hong Kong-Macao Greater Bay Area
- Optimize member service quality and improve brand satisfaction
- Enhanced communication within the financial institutions through regular interdepartmental meetings and updates.
Corporate Finance Product Manager, Green Finance Department
Industrial Bank Shenzhen Branch
10.2014 - 07.2020
- Responsible for the identification of the branch's green finance financing business attributes, professional review of the Equator Principles, product compliance and internal control supervision, research and analysis of business target markets, development status and trends, research on relevant national policies and formulation of financial service plans
- Closely focusing on the green finance business development goals of the head office, took the lead in formulating the branch's green finance business development plan
- Keep up with national policy orientation
- Actively communicated with government agencies and regulatory authorities to ensure that the branch's green finance business was consistent with the policy direction
- In terms of customer management, actively publicize the head office's green financial support policy and effectively support the implementation of key customers' business; screen customer sandboxes
- Responsible for the operation and management of green financial business
- Product innovation
Personal Account Manager
ANZ Bank
11.2009 - 04.2014
- Company Overview: Contact Centre Wellington, New Zealand
- Responsible for solving the needs, requirements and problems of internal and external customers in a professional manner
- Identify sales opportunities by building good relationships with customers and meet customers and expectations through appropriate financial solutions
- Provide financial product knowledge, technical support and recommend appropriate financial products according to customer needs
Education
Bachelor of Commerce and Administration - Accounting and Money & Finance
Victoria University of Wellington
WELLINGTON11-2009
Skills
- Financial administration
- Planning and coordination
- Relationship and team building
- Results orientation
- Strategic planning
- Data analysis
Shenzhen Phoenix Network 2023 Shenzhen Financial Starlight Outstanding Brand Promotion Figure
Continuously output the Association's green and sustainable financial capacity building, closely integrated with the latest developments in green and sustainable finance, planned and formulated green and sustainable related themes, popularised green financial expertise at multiple levels, angles and in all directions, deepened the understanding and consensus of green finance among all parties, and provided financial institutions and real enterprises with development of their green development concepts, construction of internal institutional systems, and business innovation capabilities. It has provided development ideas for financial institutions and real enterprises on the concept of green development, internal system construction, and business innovation capability, etc., and continued to build and create the association's green professional brand image.
Languages
Chinese
Native or Bilingual
English
Full Professional
Certification
- CFA Institute certificate in ESG investing
- First Aid Certification
Timeline
Deputy Director of Member Relation Department
Shenzhen Green Finance Association
10.2021 - 09.2024
Corporate Finance Product Manager, Green Finance Department
Industrial Bank Shenzhen Branch
10.2014 - 07.2020
Personal Account Manager
ANZ Bank
11.2009 - 04.2014
Bachelor of Commerce and Administration - Accounting and Money & Finance
Victoria University of Wellington
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