Yuzhuo Li
About Candidate
Client-focused banking professional with over 2 years of experience in retail and premier banking services at HSBC Australia. Proven ability to interact with clients, deliver tailored solutions, and achieve sales targets. Passed CFA level 1 and awarded the CFA Institute Certificate in ESG Investing, with a foundational understanding of investment and sustainable finance. Familiar with major international ESG frameworks and China’s ESG disclosure standards. Fluent in Mandarin and English, with a Master of Commerce from the University of Sydney.
Skills
Microsoft Office
100%
Work & Experience
R
2024-10 - Until Now
Relationship officer
Full-time
HSBC
Australia
- Ensure accurate and timely data entry for Premier Relationship Managers, maintaining high-quality records. - Verify completeness and accuracy of credit submissions and documentation. - Quality control specialist for information completed by Relationship Managers. - Identify clients' financial service needs and offer suitable options for financial services and credit products. - Deliver premium customer service as a primary point of contact for clients. - Collaborate with internal stakeholders to facilitate seamless referrals and loan processing. - Support Premier Relationship Managers in handling customer complaints.
Education
m
2020-08 - 2022-08
Master
Master of Commerce (Finance & Marketing)
University of Sydney
Australia
Languages
English
Fluent%
Chinese
Proficient%
Certifications
Awards
0 Reviews
- Email
- CitySydney
- Address15 Hassall Street