Greater Sydney Area
Jimmy Siu
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FlashIntel GPTJimmy Siu is a highly experienced professional with 13.7 years of work experience in portfolio management, banking, and financial services. He is currently the Director of Private Wealth Services at Westpac Group in Sydney, Australia. Prior to this, he held positions at Credit Suisse and Citi, where he gained expertise in relationship management, credit risk, and risk management. Jimmy has a strong background in the financial services industry and is skilled in credit risk management and loans. He is based in Sydney, New South Wales.
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About
Director, Private Wealth Services
Work Experience
Jimmy Siu's Professional Milestones
- Private Banker (2016-04-01~2016-12-01): Streamlined financial processes, resulting in increased accuracy and efficiency for the private banking business.
- Relationship Manager (2010-01-01~2012-01-01): Building strong relationships with clients, creating positive workplace experiences and fostering collaboration.
Skill
Portfolio Management
Banking
Private Banking
Financial Services
Wealth Management
Investments
Relationship Management
Credit Risk
Retail Banking
Commercial Banking
Financial Risk
Credit
Risk Management
Loans
Certification
Other Named Jimmy Siu
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