Jeff Wang Email and Phone Number
BD RM in Citi commercial bank, have over 10 years exprience in corporate banking industry.With a proven track record and diverse experience in financial management and business development. My focus has been on targeted clients with sales revenue exceeding USD 100 million or a market cap over USD 1 billion. I have offered comprehensive commercial bank services, Investment banking service and tailoring solutions to meet the specific needs of the healthcare and technology industries. I also expertise in wealth management fee income growth, credit analysis, and successfully managing client relationships have been consistently recognized, earning me awards and accolades within the organization.
花旗集團
View- Website:
- citigroup.com
- Employees:
- 201877
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Vice President花旗集團 Aug 2022 - Present台灣 臺北市Business Development Relationship Manager to pitch TW listing corporates. Target client sales revenue is above USD100 million or market cap over USD 1 billion.Offer both commercial bank and investment bank solutions to companies. Specialized services tailored to the healthcare and technology industries. 1.Deepen relationships and proactively owns clients, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations. 2.Introduces solutions to clients in building and strengthening an effective portfolio; Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs. 3.Ensuring the appropriate“Know Your Client”(KYC) and other compliance deliverables are met. 4.Identifies cross-sell opportunities to deepen and increase share of wallet;Maximizes client experience by proactive sharing markets updates, trend and intelligence. 5.Drives innovation in the solutions Citi provides clients and further developing business where necessary and appropriate. 6.Networks with clients to identify avenues for new business opportunities;Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes; Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time. 7.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and Citi. -
Assistant Vice President台北富邦商業銀行股份有限公司 May 2021 - Jul 2022台灣 臺北市Achieve individual financial and non-financial targets while contributing towards team's overall deliverables.Strategically formulating account plan-provide clients needs-based solutions, structure appropriate credit facility, and execute various banking transactions.Market and sell broad range of products including trade service, cash mangement, treasury, syndicated loan and investment product.Generate creative ideas on customer acquisition and products/ servicesCoach peers and more junior staff as appropriate. -
Relationship Manager台北富邦商業銀行股份有限公司 Dec 2017 - May 2021Taipei City, TaiwanRelationship manager of middle enterprise department, responsible for 31 companies and individuals, provide financial suggestions and making total financial solution for clients. -
Assistant Manager台北富邦商業銀行股份有限公司 May 2014 - Dec 2017Taipei City, TaiwanAssociate Relationship Manager -
Management Associate台北富邦商業銀行股份有限公司 Jul 2013 - Jul 2014Taipei City, TaiwanManagement Associate -
Summer InternCtbc Financial Holding Co., Ltd. 中信金控 Jul 2012 - Aug 2012Taipei City, TaiwanResearcher
Jeff Wang Education Details
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3.9/4.0 -
3.9/4.0 -
3.7/4.0
Frequently Asked Questions about Jeff Wang
What company does Jeff Wang work for?
Jeff Wang works for 花旗集團
What is Jeff Wang's role at the current company?
Jeff Wang's current role is Vice President at Citi Commercial Bank.
What schools did Jeff Wang attend?
Jeff Wang attended National Chengchi University, National Chengchi University, National Taiwan University.
Who are Jeff Wang's colleagues?
Jeff Wang's colleagues are Ashwini Thavamani, Admira Nkouka, Esq., Asma Saleem, Lorraine Donnelly, Shraddha Dabholkar, Shivkumar Singh, Hao Tang.
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