If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.
00350379
PROFILE:
A highly motivated and results-driven banking professional with extensive corporate banking and project finance experience. Holds a Master's degree in Finance with a strong business acumen and solid aptitude in corporate client management over 7 years. Demonstrated success in surpassing targets, expanding portfolios, and leading impactful sales campaigns. Skilled in building relationships, financial analysis, lending, cash management, and portfolio management.
CAREER HISTORY:
October 2022 – Present
Banking
Project Finance Portfolio Manager, European Structured Finance
- Focused to manage portfolio in PF desk, specializing in Renewable Energy, Infrastructure, Natural Resources which involved in several largest worldwide energy projects
- Composed waiver requests, covenant, and close watch report as well as credit and rating assessment of customer by analysing the financial models with both S&P and internal methodology
- Identified and pursued business opportunities including refinancing, sell-down
- Collaborated closely with the origination team to execute and handle the new deals
April 2022 – October 2022
Banking
Project Finance Assistant Manager, Corporate Banking
- Managed global projects across the areas in Renewable Energy, Infrastructure, Natural Resources
- Prepared credit application, waiver requests, covenant report, credit and rating assessment
- Worked closely with HQ and participated in new PF deals, refinancing, syndication loan
- Maintained long-term relationship with agent banks, clients, professional partners, and internal departments including credit, legal, treasury etc.
January 2021 – June 2021
Banking
Associate Director, Corporate Banking
- Managed a customer portfolio included listed and state-owned co with sizing up to 200M turnover
- Strived business opportunities with a focus on secured lending
- Composed credit proposal, account reviews through in-depth financial analysis, risk assessment and KYC
- Cultivated and established long-term customer relationships by providing tailor-made corporate solutions
February 2019 – January 2021
Banking
Relationship Manager, Commercial Banking
- Act as campaign leader to boost and manage the sales activities in lending and deposit
- Target Achievement: 165% growth in customer revenue
- Identified new business opportunities, focusing on credit facilities, cash management solutions, FX, Insurance, wealth management and investment
- Strengthened customer relationship through professional services and facilitated ongoing engagement
- Prepared credit proposal and conducted account reviews with in-depth financial analysis and strict KYC and FCC risk control
March 2018 – Feb2019
Banking
Relationship Manager, Business Banking
- Highest Target Achievement: 322% in a quarter in unsecured lending
- Conducted clients onboarding and established a strong customer network for sustainable business development
- Maximized the growth of business through unsecured lending, cross selling on needed basis
August 2016 – February 2018
Telecom
Account Manager
June2015 – April 2016
Science Company
Sales Executive
EDUCATION:
2020-2021: University
Master of Science in Finance
2012-2015: University
BBA (Hons) in Marketing
2014: University (Academic Exchange)
LANGUAGES:
- Fluent in English and Mandarin; Native speaker in Cantonese
CERTIFICATION:
- CFI - Financial Modeling & Valuation Analyst (FMVA);
- Securities and Investment Institute - Fundamentals of Securities and Futures Regulation
References Available Upon Request
If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.
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