Isabel Zhao Email and Phone Number
Isabel Zhao is a Corporate Banking Relationship Manager at 汇丰银行. She is proficient in 日语 and 英文.
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Mnc Regional Relationship Manager汇丰银行 Apr 2022 - Present中国 上海市Regional Relationship Banker covering MNC clients' Regional Treasury Team & New-to-bank account acquisition● Regional client account planning, and client banking wallet size analysis. Regular conversation with clients' regional treasury team and initiate & drive regional deal pipelines till execution.● Coordinate with Global Relationship Bankers on the account strategies, key initiatives & focuses planning for APAC region. Co-working with product partners, business divisions and… Show more Regional Relationship Banker covering MNC clients' Regional Treasury Team & New-to-bank account acquisition● Regional client account planning, and client banking wallet size analysis. Regular conversation with clients' regional treasury team and initiate & drive regional deal pipelines till execution.● Coordinate with Global Relationship Bankers on the account strategies, key initiatives & focuses planning for APAC region. Co-working with product partners, business divisions and in-country teams for new business pitching for China market and the rest of APAC region. ● Liaise with internal stakeholders and coordinate on some regional facilities & administrative exercises.● New business development to acquire New-To-Bank clients. Successful onboarded several new strategic new clients via joint marketing effort with global team & product partners. ● Maintain sufficient and effective processes and controls identifying and mitigating various risks involved in my role and business activities. Show less -
Mnc Relationship Manager汇丰银行 Aug 2018 - Apr 2022中国 上海市● Covered MNC local subsidiaries banking business, across various sectors including TMT, O&G, Industrial, Automobile, Chemicals etc.● On top of traditional banking products, also knowledgeable in handling non-vanilla products such as silver leasing, portfolio receivable finance, M&A loan etc. ● As one of the key initiatives, accumulated rich experiences in new account / business development of prospect clients. ● A good team worker to closely work with global bankers and product… Show more ● Covered MNC local subsidiaries banking business, across various sectors including TMT, O&G, Industrial, Automobile, Chemicals etc.● On top of traditional banking products, also knowledgeable in handling non-vanilla products such as silver leasing, portfolio receivable finance, M&A loan etc. ● As one of the key initiatives, accumulated rich experiences in new account / business development of prospect clients. ● A good team worker to closely work with global bankers and product partners in driving new business as well as leading critical discussion with middle & back office colleagues to safeguard the bank from various risks.● Supported MNC head on driving MNC various strategic objectives, i.e. Wallet Size Analysis & US Corridor Initiative & Cross-Selling with personal banking and investment banking department etc. Show less -
Mnc Regional Relationship Manager (Sta)Hsbc Singapore Nov 2022 - Feb 2023新加坡● 3-month Short Term Assignment with HSBC Singapore Global Banking Regional Relationship Manager team and accumulated extensive experience working with sophisticated Singapore Regional Bankers, and encountering experienced RTCs. ● Built up connection and trusted relationship with broader APAC regional team and in-country teams and upgrade my perspectives and knowhow to become a regional banker.This STA experience is greatly beneficial to my upcoming role as a Regional Banker in China… Show more ● 3-month Short Term Assignment with HSBC Singapore Global Banking Regional Relationship Manager team and accumulated extensive experience working with sophisticated Singapore Regional Bankers, and encountering experienced RTCs. ● Built up connection and trusted relationship with broader APAC regional team and in-country teams and upgrade my perspectives and knowhow to become a regional banker.This STA experience is greatly beneficial to my upcoming role as a Regional Banker in China team. Show less
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Research Analyst (Project Manager)Third Bridge Group Limited Dec 2017 - Jul 2018ShanghaiThird Bridge provides private equity firms, hedge funds and strategy consultants with the information that they need to understand the value of their investment opportunities.Our vision for delivering deep insight and unbiased market intelligence has evolved into a business with a range of complementary services, five offices across three continents and a global client base.Whether it is facilitating a private conversation with an industry veteran, moderating a dialogue between… Show more Third Bridge provides private equity firms, hedge funds and strategy consultants with the information that they need to understand the value of their investment opportunities.Our vision for delivering deep insight and unbiased market intelligence has evolved into a business with a range of complementary services, five offices across three continents and a global client base.Whether it is facilitating a private conversation with an industry veteran, moderating a dialogue between experts and investors, or extracting insights from within the supply chain of a poorly documented industry, we are on our clients’ side, helping them to make informed investment decisions. Show less -
Corporate Relationship Manager瑞穗银行(中国)有限公司 Jun 2014 - Nov 2017Shanghai Pudong Area● As a MNC Relationship Manager, I mainly covered Taiwanese clients across leasing, industrial, automobile industries. ● For a foreign bank with smaller scale like Mizuho, besides driving business development, I was also fully responsible for preparing credit paper as well as daily account & transaction management, which enabled me to accumulated strong product knowledge and compliance & basic legal senses.● Through the 3-and-a-half years’ experience covering fully spectrum of corporate… Show more ● As a MNC Relationship Manager, I mainly covered Taiwanese clients across leasing, industrial, automobile industries. ● For a foreign bank with smaller scale like Mizuho, besides driving business development, I was also fully responsible for preparing credit paper as well as daily account & transaction management, which enabled me to accumulated strong product knowledge and compliance & basic legal senses.● Through the 3-and-a-half years’ experience covering fully spectrum of corporate banking business, I was well equipped and evolved from a junior assistant RM to an independent corporate banker. Show less
Isabel Zhao Education Details
Frequently Asked Questions about Isabel Zhao
What company does Isabel Zhao work for?
Isabel Zhao works for 汇丰银行
What is Isabel Zhao's role at the current company?
Isabel Zhao's current role is Corporate Banking Relationship Manager.
What schools did Isabel Zhao attend?
Isabel Zhao attended Kyushu University, Southwest Jiaotong University, Southwest Jiaotong University.
Who are Isabel Zhao's colleagues?
Isabel Zhao's colleagues are Greg Gannett, Sara Marzouk, Viridiana Burgos Ayala, Sunny Tong, Chandra Shekhar, Ying Wa Lee, Steven Y..
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Isabel zhao
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