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 • 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 preventing client’s banking problems• Implement contact and relationship building strategies, and support new client acquisition in local community• Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking Show less

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 • 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 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 speed, efficiency and professionalism• Guided customer… Show more • 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 speed, efficiency and professionalism• 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 • 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 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• As the Digital VIP of the branch, offered advice and guidance on the digital and self-serve options available with the goal of making banking easy, simple and fast• Supported customer transaction based needs as required based on customer traffic• Kept current with policies and processes, the wider financial services marketplace, the legal and regulatory environment; followed through on the risk and compliance processes and policies to ensure safeguarding customers’ assets, maintain their privacy and act in their best interests• Mississauga / Oakville market 2020 Q2 Spotlight Award winner Show less

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 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, 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 • 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 analysis, structure analysis, rating agency process, legal documentation review, roadshow preparation and deal execution• 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 • 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 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 • 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 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• Managed routine works and helped branches solve problems related to debit card products to make sure they can fully meet customers’ needs Show less

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 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 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