Yi Lu Email & Phone Number

- Manage the team to provide dedicated client service and relationship management to Asset Management clients in China.- Influence and partner with key stakeholders in the organization including, but not limited to operations, technology, legal, finance and business management to advocate for and implement best in class service - Develop business platform to facilitate client’s investment needs, including auto connection between client’s treasury system and fund portal, enhance reporting tool, etc. -Familiar with public funds regulations and fund license application and maintenance requirements.

- Manage China Wholesale Client Onboarding team covering all LOBs under Corporate & Investment Banking, and all branches in China; - Responsible to ensure KYC completion for new business and KYC renewal- Expertise in AML policy and regulatory AML policy in China- Having direct reports of 10 people

Shanghai City, China

Credit Service under Global Corporate Banking:- Pipeline: Deal management & tracking support;- Deal Team: Transaction & client coordination;- Documentation: Management of credit document process; - Deal Closing: Due execution and workflow management; - Client Service: Client query resolution

London, United Kingdom

- Graduate Trainee in the Corporate Development Program (CDP) with 2-year rotation in various positions- 1 year in Global Credit Risk Middle Office- 1.5 years in Syndication Loans Agency

Paris Area, France

Hong Kong

- Assist Project Manager in Change Management project

Master Of Science (Msc), Corporate, Finance

Bachelor Of Science (Bsc), Business, Management, Marketing, And Related Support Services