Amie C.

- Strategic Relationship Management: Built and maintained strong, collaborative relationships with financial institutions, including banks, executing brokers, and liquidity providers (LPs), ensuring seamless communication and long-term partnerships. - Client and Stakeholder Collaboration: Partnered with internal departments, such as Procurement, to deliver forex solutions tailored to business needs, including providing forward rates, calculating forex markups, and delivering actionable monthly interest rate reports. - Client Portfolio Expansion: Identified and pursued opportunities to expand the client base, targeting suppliers, distributors, and e-commerce partners across Asia, Latin America, Africa, and Europe, leading to increased engagement and revenue potential. - Forex and Financial Solutions: Delivered customized forex trading solutions (e.g., spot FX, forwards, and non-deliverable forwards) to meet the unique needs of both internal stakeholders and external partners. - Promoting RMB Internationalization: Advocated for the global adoption of RMB through the promotion of innovative financial products, such as CNY banker’s acceptances, commercial paper, and cross-currency swaps (CCS), to meet client needs in international markets. - Compliance and Onboarding Expertise: Managed the end-to-end KYC onboarding process for FX counter-parties, ensuring compliance with regulatory requirements and fostering trust-based trading relationships.

- Licensed Representative: Authorized in Type 1, 2, and 4 activities, covering a diverse range of products including stocks, mutual funds, bonds, futures, CFDs, and FX. - Lead Conversion: Effectively converted leads into active clients through strategic engagement and relationship-building. - High Net Worth Client Management: Onboarded and maintained strong relationships with high net worth clients, ensuring personalized service and satisfaction. - Client Education: Provided clients with comprehensive education on trading platform functionality, various asset classes, and market insights. - Collaborative Content Creation: Partnered with the marketing team to produce educational video content, enhancing user knowledge of the financial market.

- Client Relationship Management: Managed and nurtured relationships with various banks and lending companies, ensuring robust client connections and maximizing profitability for the company. - Customer Acquisition Acceleration: Drove the online acquisition of customers for banking clients, focusing on credit card and loan products. - Market Share Expansion: Led multiple acquisition campaigns, successfully expanding the market share for clients. - Revenue and Profit Optimization: Contributed to continuous sales revenue growth and achieved healthier profit margins for the company. - Key Accounts Managed: UA Finance, Citi, AEON Credit Service, Prime Credit, WeLend, HSBC, DBS, Promise