Stephanie Wong

Stephanie Wong Email and Phone Number

Senior Personal Banker (Senior Investment Consultant ) at Citi @ Citi
new york, new york, united states
Stephanie Wong's Location
China, China
Stephanie Wong's Contact Details

Stephanie Wong work email

Stephanie Wong personal email

n/a
About Stephanie Wong

Stephanie Wong is a Senior Personal Banker (Senior Investment Consultant ) at Citi at Citi. Colleagues describe her as "Stephanie was one of the brighest and most exceptional person I have met at the University of Edinburgh. I was deeply impressed by her skills and competences from several collaborations we have had under the academic realm. Stephanie has this ability to establish and maintain good working and personal relations with people of different nationalities and cultural backgrounds. This undoubtedly creates a very convivial climate amenable to motivation, mobitilization and collaboration towards meeting objectives. I noticed Stephanie as possessing superior verbal and written skills, compared to her peers, that helped her several times to pursuade, motivate people and steady the group under critical circumstances. One must believe she obviously has a very high emotional intelligence by nature.Besides, Stephanie is also a responsible, interdependent and flexible person characterized by a strong personality and ambition, she constantly adopted a problem-solving attitude and has a very strong sense of logical and reasoning that enable her to identify the strenghts and weaknesses of alternative solutions, conclusions to problems. During the stay at Edinburg Stephanie showed a strong willingness to absorb new knowledge, society functions and cultural differences, I rememeber her as having an uncredible fast learning skill by quickly immersing herself into a new environment. In sum, Stephanie might not be the best student I have met so far in terms of academic excellence; but she is endowed with a set of other key abilities and soft competences, as well as with a very strong motivation, that should push herself to work very hard in order to achieve the objectives that she has set for helself. Thus, I am deeply convinced by her success in the long-term. I wish I could collaborate with her in the near future." and "I had the wonderful pleasure of working with Stephanie on many school projects during our Master's program. She was an exceptional student with unbelievable research skills and a great team member. Her thoughts and opinions were insightful as well as respectful of team members. I would highly recommend adding Stephanie to any future team of any quality. I do not doubt her ability in anything that is thrown at her!"

Stephanie Wong's Current Company Details
Citi

Citi

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Senior Personal Banker (Senior Investment Consultant ) at Citi
new york, new york, united states
Website:
citigroup.com
Employees:
201877
Stephanie Wong Work Experience Details
  • Citi
    Senior Personal Banker (Senior Investment Consultant )
    Citi May 2012 - Present
    Guangzhou, Guangdong, China
    • Analyzed the Daily International FX, Stock, Bonds, Commodity Markets• According to the Client and his Family Financial Demand, Provided with Portfolio Allocation Suggestions by Analyzing his Risk Profile and KYC information• Offered the Professional Investment Strategy and Thorough Financial Consultant Service • Adjusted and Improved the Wealth Management Plan Timely with the Change of the International Finance Markets and the Client’s Demand• Manage the team with 8 members. Educated these associates with the finance knowledge and led them to build the distributions to enlarge the customer base.
  • Citibank
    Investment Consultant
    Citibank Aug 2010 - Present
    The history begins with the City Bank of New York, which was chartered by New York State on June 16, 1812. Citigroup Inc. has the world's largest financial services network, spanning 140 countries with approximately 16,000 offices worldwide. The company employs approximately 260,000 staff around the world, and holds over 200 million customer accounts in more than 140 countries. It is a primary dealer in US Treasury securities As the financial consultant in Citi, I am responsible to provide professional investment suggestions for customers in the personal banking.
  • Bank Of East Asia
    Finance Consultant
    Bank Of East Asia Mar 2010 - Aug 2010
    As one of the Global Top 500 companies, the Bank of East Asia ("BEA") is established in 1918 in Hong Kong.It targets finance markets in Mainland China, and other major emerging markets around the world. The Bank is listed on The Stock Exchange of Hong Kong and is one of the constituent stocks of the Hang Seng Index. BEA operates more than 240 outlets globally and employs over 10,000 people. As the Finance Consultant in Wealth Management Center, I provide guidance and recommendations to businesses and individuals making investment decisions, assessing the performance of stocks, bonds, commodities, and other types of investments. And I am also studying company financial statements and analyze companies' performences in order to evaluate its stock trend.
  • Bank Of China
    International Settlement Assistant
    Bank Of China Nov 2009 - Feb 2010
    1. Undertook Forfaiting Service and Letter of Credit with information on long and short term accommodation 2. Analyzed new online banking system and popularized its use for customers3. Assisted in Departments in Operation, Personal Banking, Corporate Credit and Risk Management

Stephanie Wong Education Details

Frequently Asked Questions about Stephanie Wong

What company does Stephanie Wong work for?

Stephanie Wong works for Citi

What is Stephanie Wong's role at the current company?

Stephanie Wong's current role is Senior Personal Banker (Senior Investment Consultant ) at Citi.

What is Stephanie Wong's email address?

Stephanie Wong's email address is sm****@****ahoo.cn

What schools did Stephanie Wong attend?

Stephanie Wong attended The University Of Edinburgh.

Who are Stephanie Wong's colleagues?

Stephanie Wong's colleagues are Cindy Zheng, Asia Nicole, Dermot K., Jane M., Erick John Estrada, Aravindan N, Prasad V V H K.

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