Fang He Email & Phone Number

Gtr

Gtr

▪️ Recipient of the 2024 OneRBC Team Award: Recognized for exceptional teamwork and collaboration in achieving outstanding results.▪️ Honored as a Future Ready Star: Acknowledged for demonstrating forward-thinking and adaptability in delivering client-focused solutions.▪️ Relationship Management Expertise: Successfully managed and nurtured a portfolio of business clients, providing tailored advice to meet their evolving financial needs.▪️ Client Acquisition and Growth Support: Acquired new business clients and delivered comprehensive financing advice to support business owners at every stage—start-up, growth, and expansion.▪️ Collaboration with Stakeholders: Partnered effectively with internal and external stakeholders to address diverse banking needs and ensure client satisfaction.▪️ Mentorship and Team Support: Acted as a mentor for new team members, offering consistent guidance and knowledge-sharing. Provided support to two branches, enhancing skills and expertise in business banking across the team.

Markham, Ontario, Canada

▪️ Recognized as Q2 Moment Maker (F2022): Awarded for delivering exceptional client service and impactful contributions.▪️ Top Performer in Regional Market: Achieved #1 ranking in net mortgage sales and #2 ranking in mutual fund sales in F2022.▪️ Ranked in the Top 1% Nationally: Excelled in Money-In, net sales revenue, and small solutions metrics for F2022.▪️ Expert in Client Portfolio Management: Managed and expanded a portfolio of mortgage clients, providing tailored advice and comprehensive solutions across day-to-day banking, investments, and homeownership financing to meet evolving financial goals.▪️ Exceptional Networking and Relationship Building: Developed a robust network of clients and partners, fostering long-lasting relationships that consistently maximized sales results.▪️ Client-Centric Approach: Consistently exceeded client expectations, delivering customized solutions and earning outstanding feedback for exceptional service.

Markham, Ontario, Canada

▪️ Winner of the 1st 120-Day Banking Centre Employee Advice Campaign (F2021):Recognized for exceptional performance and impactful client engagement strategies.▪️ Ranked in the Top 10% Nationally: Achieved outstanding results in day-to-day banking, Credit & Mortgage Needs, and Money-In metrics for F2021.▪️ Exceeded Performance Targets: Surpassed 200% of overall target metrics in the F2021 Report Card and consistently featured on the National Leadership Board for excellence.▪️ Client Relationship Expertise: Demonstrated a strong ability to build and maintain loyal client relationships through diverse channels. Transformed challenging customer interactions into growth opportunities by addressing objections and seamlessly connecting clients with the right resources to meet their needs.

Beijing City, China

▪️ Cultivated and Expanded Corporate Client Relationships: Led business development efforts in an assigned territory, engaging with existing and prospective clients to identify and address debt financing needs. Successfully executed transactions ranging from $50MM to $500MM.▪️ Secured New Business Opportunities: Delivered value-added financing expertise to clients, effectively influencing decision-makers and winning high-value mandates.▪️ Streamlined Due Diligence and Credit Processes: Conducted in-depth market research, financial and credit analysis, and prepared debt prospectuses in compliance with regulatory policies. Secured faster-than-average approvals by effectively communicating with national credit committees and securities exchanges.▪️ Collaborated with Key Stakeholders to Achieve Results: Partnered with internal and external stakeholders to promote debt instrument underwriting, consistently contributing to the team’s high-performance standards and surpassing objectives.

Beijing City, China

Beijing, China

▪️ Identified Financing Needs and Delivered Tailored Solutions: Collaborated with the management team to assess financing requirements and implement a diverse range of financing instruments, including working capital loans, commercial papers, mid-term notes, corporate debt, bonds, and equity financing.▪️ Optimized Corporate Credit Arrangements: Negotiated credit limits and interest rates with major financial institutions, successfully reducing borrowing costs while ensuring optimal liquidity for the company.▪️ Managed Treasury Operations and Mitigated Financial Risks: Oversaw daily treasury activities, analyzed cash flow, interest rate, and foreign exchange risks, and proposed effective hedging strategies to safeguard company assets.▪️ Streamlined Financing Processes: Led cross-functional initiatives, coordinated with leading financial institutions, and expedited the completion of debt instrument financings ahead of market benchmarks.

Beijing, China

Beijing, China

Master Of Economics, Finance

Bachelor Of Economics, Currency And Banking

Certificate Of Professional Excellence In Financial Services