Xufen Zhang

• Managing more than 120 clients with an approx. AUM of USD 300+ Million
• Consistent achievement in terms of revenue generation through products such as Mutual Funds, Structured Deposits/Notes, Bonds, Leveraged Products, & Hybrid Investment Products.
• Understanding the financial needs of investors and advising them about managing their portfolio by guiding them in making investment decisions. Structuring Portfolios of clients ensuring a proper mix of various asset classes in proportion to the client's return expectation and Risk appetite.
• Servicing each relationship to provide array of services to clients which are in-line with market best practices. Handled both onshore relationships in UAE and offshore wealth products and accounts in Singapore, London, Jersey.

Achievements:

• Won Top Performing RM award - Highest performing RM from 2021 till 2025 with revenue of $2 million.
• Consistently awarded by Zurich International as one of top performers for Citibank UAE for past 5 years

• Deliver fee based revenue through sales of wealth management products
• Constantly acquire new customers in the Chinese diasporas (resident/non-residents)
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues
• Effectively meeting customer expectations and handling/ reduction of customer complaints.
• Constantly updated product and process knowledge and impact the same to customers to help diversify the portfolio as well as gain from new opportunities
• Achievements
• Won the best RM award - Top performing RM in 2012 with a revenue of over $ 1 million.
• Bank recognized the performance and increase in salary over 125%p in 4 years

• Manage sales and collection for the largest luggage business in UAE
• Increase market coverage by meeting new clients and ensure growth of business
• Generate new revenue generating opportunities by scanning market
• Achievements
• Increased the sales turnover by 200% in 4 years time
• Created new product lines in conjunction with the main luggage business
• Managed the complete upstream, right from booking order, delivery of consignment, collection of payments, managing credit, increasing client base, managing the SME relationship with banks and generating profits

• Ability to organize clerical work, administration, control systems and financial resources.
• Experience and knowledge of modern business methods and financial control. Skills in using this knowledge in a practical way.
• High standards of numeric and literacy and strong communication skills.
• Achievements
• Grew the deposits by 75% in less than one year for the portfolio given
• Generated NTBs for the bank over and overachieving it by 200%.