Banking & Finance Professional Resume

•   Successfully pitched various high profile and complex multi-countries liquidity management solutions for insurance and diversified financials customers.  

•   Designed and established complex host-to-host solutions, including building proof-of-concept for sales demonstration to potential customers.

•   Devised and developed pre-sales and after-sales pitches and solutions along with TB sales on multi-countries cash management opportunities.

•   Steered and managed ANZ’s AUD $18 million clearing and institutional business from ABN AMRO franchise into Australia.

•   Formulated engagement and Implementation framework for after-sales whilst creating standard project plans for product delivery to customers subscribing to TB products.

•   Administered AUD $80 million revenue across China, Hong Kong, Japan, Korea, and Taiwan.

•   Achieved several landmarks and secured significant deals with over AUD $1 million revenue per deal.

•   Delivered exceptional support in establishing strong sales team, later taking lead roles within ANZ.

•   Established and maintained ANZ’s number 1 AUD & NZD Vostro position whilst growing market share in North East Asia & Greater China.

•   Managed USD $1.5 billion of SCF book size and AUD $20 million revenue book in Taiwan whilst providing Trade & Supply Chain (SCF) financing to large corporates.

•   Transformed businesses in Taiwan by leveraging extensive experience in Supply Chain Finance Commercial banking to create mindshare for peers.

•   Secured several sizable supply chain deals with combined value of over USD $1 billion.

•   Accomplished year-on-year P&L targets as agreed with TB leadership team.

•   Oversaw AUD $25 million for non-bank financial institution business across SEA.

•   Secured and delivered largest cash management and payments deals for ANZ Singapore with annualized transaction volumes of 2.5 million with the size of SGD $600 million.

•   Devised and developed unique value proposition for specialized industry, resulting in client referrals for ANZ solutions.

•   Established and nurtured 25+ banks relationships across India and South East Asia (SEA), as well as expanded ANZ’s AUD & NZD clearing business.

•   Established 1st generation digital payments and cash management platform within a short 12 month turnaround time.

•   Deployed 45+ complex transaction banking solutions across 10 locations in Asia Pacific.

•   Supervised team of 25 professionals across channels and implementation, delivering new services and TB solutions to our banking customers.

•   Devised, developed, and executed commercialization plans for new cash management product, including new channel usability and providing features to frontline TB Sales and relationship managers.

•   Performed robust inside analysis between budget and actuals whist automating report processes.

•   Efficiently managed vendor accounts and purchase orders whilst performing financial statements analysis.

•   Devised, developed, and updated new analysis tool in Microsoft Excel.

•   Conducted in-depth review, analysis, and evaluation by utilising various SAP systems.
Researched and developed robust presentations for global finance controller conferences.

•   Assessed best performing markets based on selected KPIs by creating and analysing benchmark reports.

•   Led, trained, and mentored bankers to strengthen professional relations with clients and present additional financial solutions.

•   Delivered exceptional financial advice by conducting in-depth financial analysis across retirement investment, tax, and estate planning.

•   Developed, attained, and strengthened professional relationship with existing and prospective clients through interpersonal communication skills.

•   Provided robust solutions to clients for complex problems leveraging consultative approach, while ensuring their understanding regarding key concerns.

•   Collaborated with several business partners, such as registered investment advisors and fixed income specialists to provide additional guidance for more specialized needs.

•   Led and mentored new advisors by offering support in creating robust process to develop, implement, and improve industry best practices and procedures.

•   Oversaw efficient book management of separated plan participants in various employer-sponsored plans to offer retirement and investment solutions.