Guy Chu

is looking for a new team member.

Angestellt, Wealth Management Manager, Ally Financial

Über mich

I have in-depth wealth management knowledge, including investment, tax, insurance, retirement planning and other areas; excellent communication and customer service skills, able to establish and maintain good relationships with high net worth clients; efficient team management skills, and successfully lead the team for Provide customers with comprehensive wealth management services, be proficient in investment strategies, and be able to develop personalized investment plans based on customers' financial goals.

Fähigkeiten und Kenntnisse

Financial Planning
Information technology
Business Development
Supply Chain Management
Key Account Management
Business Process Management
Management
IT Project Management
Procurement
Project Management
Audit
Reporting
Risk management
IFRS
Corporate Finance
Market Research
Lean Management
Customer Relationship Management
Process Optimization
Line Management
International experience
IT Infrastructure Library

Werdegang

Berufserfahrung von Guy Chu

  • Bis heute 4 Jahre und 6 Monate, seit 2020

    Wealth Management Manager

    Ally Financial

  • 2017 - 2020

    Financial Planner

    Ally Financial

Ausbildung von Guy Chu

  • 2002 - 2004

    Corporate Finance

    Worcester Polytechnic Institute

  • 1999 - 2002

    Information technology

    University of Delaware

Sprachen

  • Singapore

    Muttersprache

  • Chinesisch

    Grundlagen

  • Deutsch

    Gut

  • Englisch

    Muttersprache

Interessen

Blockchain
Photography
Sports
ETFs
E-mobility
Interior design
Travel
Art
Reading
Cycling
Cooking

21 Mio. XING Mitglieder, von A bis Z