• Assisted Banker with the preparation of relationship reviews and client portfolios.• Performed financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction.• Assisted account manager to help customers understand bank credit products and business.• Helped clients handle all kinds of business procedures and external procedures related to business.

• Assisted in the maintenance and service of bank channels in the region.• Wrote market views, product after-sales report, product marketing materials production, etc. provide middle-desk support for the front desk sales staff.• Collected and analysed daily market information, competitive product data, stock and debt market related data.