Oscar Yu

Oscar Yu Email and Phone Number

A banker with substantial banking experience in retail banking and wealth management across Taiwan and New Zealand, looking to apply my transferrable skills and investment knowledge for the next challenge @ Age Concern Auckland
Oscar Yu's Location
Auckland, Auckland, New Zealand, New Zealand
Oscar Yu's Contact Details

Oscar Yu work email

Oscar Yu personal email

About Oscar Yu

My profile:• A passionate and self-motivated individual with problem-solving ability, high analytical skills, attention to detail, and good at planning and execution; willing to try different approaches to exceed the set targets.• Dedicated to the international student and migrant segment in the past 10 years, managing professional relationships with agents and other stakeholders, and implementing ANZ’s migrant strategy with a focus on the acquisition of international students and migrants.• Extensive corporate experiences for 20 years, mainly in global banks across New Zealand and Taiwan, with transferrable skills to apply to different roles and industries.Summary of key skills:CommunicationBusiness developmentLeadershipRelationship management/Stakeholder managementInvestment product knowledgeMandarin-speaking

Oscar Yu's Current Company Details
Age Concern Auckland

Age Concern Auckland

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A banker with substantial banking experience in retail banking and wealth management across Taiwan and New Zealand, looking to apply my transferrable skills and investment knowledge for the next challenge
Oscar Yu Work Experience Details
  • Age Concern Auckland
    Social Connections Coordinator
    Age Concern Auckland Sep 2022 - Present
    Auckland, New Zealand
    Age Concern Auckland is a non-profit organisation, aiming to promote an elder-friendly society and connect elders to the community. I am responsible to recruit and train volunteers and match them to elders who need our accredited visiting services.Key Responsibilities• Recruit, interview, train, and onboard volunteers• Assess elders’ needs and understand their situations through the home visit• Match volunteers to elders to help reduce the loneliness and isolation of the… Show more Age Concern Auckland is a non-profit organisation, aiming to promote an elder-friendly society and connect elders to the community. I am responsible to recruit and train volunteers and match them to elders who need our accredited visiting services.Key Responsibilities• Recruit, interview, train, and onboard volunteers• Assess elders’ needs and understand their situations through the home visit• Match volunteers to elders to help reduce the loneliness and isolation of the older people• Coordinate with social workers and stakeholders from hospitals, health care, and specialty providers • Manage and engage a pool of volunteers to drive accredited visiting services Show less
  • Anz
    Migrant Business & Community Development Manager
    Anz Apr 2010 - May 2022
    Auckland, New Zealand
    My role is to increase migrant segment market share, revenue, and customer service by engaging with internal and external partners countrywide to develop and implement growth strategies and drive business development across the bank.Key Responsibilities• Drive the achievement of agreed financial targets• Identify and develop new potential markets to grow migrant segment• Develop and implement business strategy and marketing plans to achieve financial targets, capture… Show more My role is to increase migrant segment market share, revenue, and customer service by engaging with internal and external partners countrywide to develop and implement growth strategies and drive business development across the bank.Key Responsibilities• Drive the achievement of agreed financial targets• Identify and develop new potential markets to grow migrant segment• Develop and implement business strategy and marketing plans to achieve financial targets, capture new-to-bank migrants and grow the Share of Wallet of existing migrant customers• Build relationships at a senior level with key stakeholders• Manage and deliver all the ethnic events to create leads opportunities and grow FUM Show less
  • Anz
    Senior Manager Personal Banking
    Anz Mar 2007 - Apr 2010
    Taipei City, Taiwan
    I reported to the CEO of ANZ Taiwan and led a team of 5 personal bankers, 1 product manager, and 4 tellers (indirect reporting). My goal was to promote ANZ in retail banking in Taiwan, meet financial targets, and establish ANZ as a top AUD/NZD player in the retail sector.Key Responsibilities • Develop a marketing strategy to increase client base and revenue • Improve customer experience by offering more diverse products and providing better service• Develop and grow my team… Show more I reported to the CEO of ANZ Taiwan and led a team of 5 personal bankers, 1 product manager, and 4 tellers (indirect reporting). My goal was to promote ANZ in retail banking in Taiwan, meet financial targets, and establish ANZ as a top AUD/NZD player in the retail sector.Key Responsibilities • Develop a marketing strategy to increase client base and revenue • Improve customer experience by offering more diverse products and providing better service• Develop and grow my team and upskill them Show less
  • National Bank New Zealand
    Branch Manager (Secondment)
    National Bank New Zealand Feb 2011 - Aug 2011
    Auckland, New Zealand
    Before National Bank rebranded to ANZ in 2012, I was seconded to National Bank as Branch Manager of Asian Banking. Asian Banking had the largest customer portfolio at that time in terms of the number of customers and FUM. I led a team of 12 bankers to meet financial goals while offering outstanding customer service.Key Responsibilities • Provide excellent leadership to balance strategic initiatives and ensure an exemplary customer experience• Develop a business plan to achieve… Show more Before National Bank rebranded to ANZ in 2012, I was seconded to National Bank as Branch Manager of Asian Banking. Asian Banking had the largest customer portfolio at that time in terms of the number of customers and FUM. I led a team of 12 bankers to meet financial goals while offering outstanding customer service.Key Responsibilities • Provide excellent leadership to balance strategic initiatives and ensure an exemplary customer experience• Develop a business plan to achieve sales targets• Grow and enhance a customer-centric culture that puts customer experiences front of mind• Develop the team through coaching to ensure a well-connected customer conversation while addressing customer needs• Liaise with a diverse set of internal and external stakeholders across the business, and ensure the delivery of key business initiatives Show less
  • Hsbc
    Vice President Planning & Business Development, Personal Financial Services
    Hsbc Jan 1999 - Oct 2006
    Taiwan

Oscar Yu Skills

Banking Business Development Management Strategy Retail Banking Relationship Management Business Analysis Commercial Banking Leadership Credit Investments Training Analysis Strategic Planning Sales Marketing Wealth Management Business Relationship Management

Oscar Yu Education Details

Frequently Asked Questions about Oscar Yu

What company does Oscar Yu work for?

Oscar Yu works for Age Concern Auckland

What is Oscar Yu's role at the current company?

Oscar Yu's current role is A banker with substantial banking experience in retail banking and wealth management across Taiwan and New Zealand, looking to apply my transferrable skills and investment knowledge for the next challenge.

What is Oscar Yu's email address?

Oscar Yu's email address is yu****@****hoo.com

What schools did Oscar Yu attend?

Oscar Yu attended Michigan State University, National Taiwan University.

What are some of Oscar Yu's interests?

Oscar Yu has interest in Investment, Economic Empowerment, Movie, Spend Quality Time With My Daughters, Reading, Science And Technology, Human Rights, Travel, Arts And Culture.

What skills is Oscar Yu known for?

Oscar Yu has skills like Banking, Business Development, Management, Strategy, Retail Banking, Relationship Management, Business Analysis, Commercial Banking, Leadership, Credit, Investments, Training.

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