Ren Xu

Acquire, build, expand and maintain Private Banking client relationships and grow AUM
Work closely with other members of the Wealth Management team, such as investment, insurance, and treasury specialists to provide holistic solutions to HNW and UHNW clients
Provide Private Banking clients with regular market updates, endeavoring to understand clients' financial needs and recommending appropriate wealth management products accordingly
Provide financial planning and advisory services aligning with clients' needs and investment profile
Conduct proper KYC and CDD on new to bank clients as well as periodical reviews on existing clients

Provided investment solutions and advisory services to high-net-worth offshore Premier Banking customers
Acquired and prospected new Premier Banking Offshore customers from the North Asia market
Managed the relationships with new and existing affluent customers through professional consultative financial analysis
Contributed to the bottom line of Premier Banking through the accomplishment of profit and growth targets
Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements

Managed a portfolio of International Subsidiary Banking customers, with accountability for sales, service, risk and operational delivery
Provided businesses with banking services including trade and receivables finance, payments and cash management, multi-currency accounts, commercial cards, overdrafts, and working capital finance
Grew sustainable revenues from the existing customer portfolio and through targeted acquisition of new quality customers
Worked collaboratively with other Global Businesses, Products, and Service Partners to identify opportunities to connect customers and strengthen the relationship
Ensured timely and accurate maintenance of customer information, including Know Your Customer (KYC) and Customer Due Diligence (CDD) requirements, in Group systems
Accomplished a more than 25% growth in portfolio income during 2019

Supported Relationship Managers with client onboarding, customer due diligence, credit proposals, industry and financial analysis, corporate analysis, compliance and AML-related queries in the Corporate Banking Department
Assisted team in originating and executing deals with more than 15 large global corporations from the Agriculture and Commodity Trading sectors, for products including FX, Derivatives, Loans, Trade Finance, and Cash Management