Xinyu Xia Email & Phone Number

Melbourne, Victoria, Australia

• Identifying individual customer and complex entities including trust accounts, partnerships and not for profit organizations following the KYC/AML standards.
• Reaching out to customers both in-branch and over the phone, connecting them to the right products while providing financial advice and seamless service.
• Complying with established bank and external policies and procedures to ensure the confidentiality and security of bank and client assets and information.
• Accessing company ownership report from Equifax, and validating company directors.
• Conducting initial interviews with prospective home buyers to identify their lending needs.
• Identifying refinance opportunities and sending referrals to Home Finance Managers and Mobile Lenders.

Shanghai City, China

• Prepared detailed investment feasibility studies and background checks on target companies and their key personnel.
• Delivered investment proposals in weekly meeting to the board.
• Reviewed target companies financial reports and performed DCF valuation.
• Negotiated with target companies on terms and conditions in Equity Investment Agreements.

Melbourne, Australia

• Tutored university graduates to strengthen their test taking strategies and anixiety dealing techniques.
• Guided clients through various types of questions for exam preparation in tutorials covering listening, reading, speaking and writing.
• Designed tailored course structure based on supervised mock exam results.

Melbourne, Australia

• Followed the bank policies and procedures to deliver exceptional level of customer services.
• Performed document verification and KYC/AML checks.

Master'S Degree, Master Of Finance

Bachelor Of Business, Banking And Finance

Rg146, Financial Planning And Services