Jin Yan Email & Phone Number

Oakville, Ontario, Canada

• Provide professional financial advice and education to clients to address complex credit and investment needs, concerning both personal and business needs
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
• Leverage technology to deliver on client experience and drive sales and retention
• Proactively take ownership of resolving and… Show more
• Proactively take ownership of resolving and preventing client’s banking problems
• Implement contact and relationship building strategies, and support new client acquisition in local community

Oakville, Ontario, Canada

• Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC Premier clients
• Using customer-centric strategies to deliver outstanding customer experience and grow the business in a sustainable manner
• Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge, and promoting the brand
• Introduce, promote and assist customers with digital banking solutions to meet… Show more
• Introduce, promote and assist customers with digital banking solutions to meet their needs Show less

Oakville, Ontario, Canada

• Provided customized banking and investment solutions based on individual review and financial review
• Attracted new customers by understanding their financial needs and delivering high standards of service quality
• Developed and retained relationships with existing customers through active management of portfolios and ensuring solutions continually meet customer’s needs as well as exceeding customer expectations in terms of.
• Guided customer… Show more
• Guided customer through digital journey to make their financial transactions easier
• Supported teller transactions and handle cash as required Show less

Mississauga, Ontario, Canada

• Engaged customers in complete, needs based conversations to identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs
• Provided solutions of everyday banking and small business products and services based on customers' needs
• Maintained and kept update the knowledge of investment markets, practices, and trends and integrate into customer conversations in a professional manner
• Made credit… Show more
• Made credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the bank’s policies and procedures
• Collaborated with partners and identify referral opportunities to further grow the customer’s relationship

Mississauga, Ontario, Canada

• Supported customer requests for banking services, including handling transactions and supporting customers who walk into the branch
• Offered advice and guidance on available digital and self-serve options
• Reviewed customer profiles and engaged customers in a needs-based conversation to identify potential opportunities and made good quality referals
• Supported operational activities, including inventory management, escalated service requests, following up on customer applications,… Show more
• Supported operational activities, including inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities Show less

Beijing, China

• Established and maintained corporate clients, provided underwriting memoranda highlighting salient risks and mitigants of the transaction based on analysis and evaluation
• Acted as liaison between clients and both internal and external counterparties, including trading, sales, compliance, syndicate, law firm, accountants and rating agencies, to ensure meeting tight deadlines
• Coordinated and assisted in all aspects of securitization process, including due diligence, collateral… Show more
• Coordinated and assisted in all aspects of securitization process, including due diligence, collateral analysis, structure analysis, rating agency process, legal documentation review, roadshow preparation and deal.
• Underwrote 24 asset-backed securities with broad underlying assets for more than 15 clients
• Participated in issuing process of more than 6 BOC’s credit ABS deals Show less

Beijing, China

• Provided data and reports of asset-backed securities market performance, wrote relevant research reports and published papers of credit asset securitization market
• Improved review procedures and wrote the first operation manual, which was used to train employees
• Reviewed more than 100 credit asset securitization projects and more than 10 non-performing loan securitization projects
• Communicated with both local originators and international organizations to evaluate possible… Show more
• Communicated with both local originators and international organizations to evaluate possible advantages and risks of innovative projects Show less

Beijing, China

• Made national debit card yearly development strategy, provided competitive intelligence and functional insights
• Proactively scanned the market to identify and assess new products, emerging payment trends and BOC’s competitive standing
• Supported launch of new national debit cards from demand analysis, business requirement documents preparation and initial recommendation to in-market product launch and ongoing product performance tracking
• Initiated and implemented more than 10… Show more
• Initiated and implemented more than 10 nationwide debit card marketing campaigns to promote the growth of debit card volume and transactions
• Cultivated and maintained relationships with business partners such as China Union Pay, VISA, and MasterCard to facilitate transactions and brand awareness

Beijing, China

• Worked in different teams within personal banking department and completed a series of attachments in product development, channel innovation, sales and marketing planning as well as risk and compliance
• Participated in projects which target in transforming the digital platforms for the best of user experience and market practice
• Worked with different stakeholders to develop and implement multi-channel strategies which can improve client services, meet new client demands and optimize… Show more
• Worked with different stakeholders to develop and implement multi-channel strategies which can improve client services, meet new client demands and optimize channel distribution costs
• Developed good understanding of different customer segments and the ability to develop customer-centric solutions Show less

Bachelor'S Degree, Finance

Arts Administration And Cultural Management