-Develop suitable learning structures for different roles in SCB China.-Collaborate with Wealth Management Team to meet the learning needs from front line sales.-Design specific courses which align with business strategies. -Program owner of Wealth Management and Customer Relationship

-Lead the team to achieve revenue target -Do the daily briefing on FX market to all branch staff in China-Conduct seminar for prospects and current customers.-Draft the PI plan for branch RM all over the China-Make PI suggestion and daily FX strategy to all branches in China.

 Develop market prospects, arrange various activities as Booth and seminar  Provide excellent services to both individual and SME customers, cross sell investment products & services. RM Trainer for the DCI and other structure products Lead the RM team to achieve branch revenue target. Other achievements2009 1st deal maker of 1Mn CNY deposit2010 Top 1 sales of investment linked insurance2010 Top Performer of ILP award2011 Sales Star On Top Revenue Competition

Citibank Shanghai Lujiazui-sub branch Consumer Banking/ Senior Personal Banker/ PB Team LeaderMain Responsibility  Lead a team of 6 personal bankers Handle customer service such as product inquiries, account opening/maintenance, financial transaction, service issues/problems  Outsource and develop affluent market prospects through different channels  Proactively sell and cross-sell consumer banking products and services to targeted customer to meet their financial needs  Achieve the pre-set sales and service goal under increasing customer demand and keen market competition  Establish, maintain and manage good relationship with customers and ensure customers have a consistent, superior Citibanking experience through delivering highest level of service  Strictly abide by the requirements of compliance & internal control on sales activities  Manage the whole PB team and do daily review of market updates and team performance. Ensure team awareness of all relevant regulations and internal Risk & Compliance policies and procedures; ensure all Regulatory, Group Policies are adhered to in the branch and proper risk controls are in place; Other AchievementsMarketing officer in the branchNew product trainer in branchNew system launch pioneerhigh level of customer satisfactionEmployee Star AwardTop sales awardFirst deal of Mutual Fund (BRIC of SCHRODERS) in whole China.