Summary
Overview
Work History
Education
Skills
Trekking, travelling, getting new skills, reading.
Timeline
Generic

Yancy LIU

Accountant
GZIRA

Summary

Skilled in data processing and analysis with strong attention to detail and methodical approach. Brings motivation to learn and excel combined with skills developed from 12 years working experience in banking and financial industry, plus current working experience from immigration agency. Keeping self-upgraded by studying accounting and taxation in Malta, set the goal to achieve the qualification of ACCA.

Overview

16
16
years of professional experience
5
5
years of post-secondary education
3
3
Languages

Work History

Client Relationship Executive

JWP
Floriana
11.2021 - Current
  • Assisting the expats mainly from China to obtain residency or citizenship in Malta.
  • Presented contracts to clients and landlords, answered questions and obtained signatures.
  • Handling properties’ reports received from Residency Malta Agent.
  • Documented accurate data on customer relationships to maintain strong ties and customer satisfaction.
  • Kept detailed records of daily activities through online customer database.
  • Account duties. e.g., payments for the rental.
  • Data analysis

Assistant Internal Auditor

GDRC Bank China
YUFUN
07.2015 - 08.2019

Working place: Audit and Customer Complaints Management department of headquarter.

  • Investigation for non-performing loan and identification of responsibility. Reporting quarterly.
  • Provided administrative and management assistance to auditor and directed activities in office.
  • Performed analysis and research to compile data to submit to auditor for special projects.
  • Administrator of Customer Complaints. Manage the procedure of Customer Complaints handling for the branches. Reporting and analyzing the statistic of Customer Complaints management.

Statistical Clerk/Sale Executive/Administrator

GDRC Bank China
YUNFU
07.2012 - 07.2015

Working place: E-banking and individual business department of headquarter.

  • Statistical Clerk. Handling the statements of the business performance monthly or seasonally, analysis and process the data, get the rank of the performance of each branch.
  • Sale executive of wealth management products. Promoting the wealth management products, manage the system of wealth management products.
  • Administrator of the POS business. Promote the POS business, manage the system of the POS business. Record the performance of each branch and deal with the quarterly reports.

Administrator of Lending Department

GDRC China
YUNFU
07.2009 - 07.2012

Working place: Bank branch.

  • Filing the documents of costumers, analysis the loan data and reporting monthly and quarterly.

Bank Teller

GDRC Bank China
YUNFU
07.2007 - 07.2009

Working place: Bank branch.

  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.

Education

Bachelor of Economics - Finance

Jilin Financial University China
China
09.2002 - 07.2006

AFP (Associate Financial Planner) - Financial Planning

FPSB (Financial Planning Standards Board) FPSB
China
10.2012 - 02.2013

Standard Certification -

ECDL
02.2021 - 06.2021

ACCA Diploma in Accounting And Business - ACCA

Pwc Academy
Malta
06.2021 - 01.2022

Skills

Statistical computing methods

Statistical analysis

Financial Product Sales

Administrative support

Advanced Excel spreadsheet functions

Word processing

Report preparation

Documentation and reporting

Trekking, travelling, getting new skills, reading.

My hobbies are Trekking, travelling, getting new skills, reading

Timeline

Client Relationship Executive

JWP
11.2021 - Current

ACCA Diploma in Accounting And Business - ACCA

Pwc Academy
06.2021 - 01.2022

Standard Certification -

ECDL
02.2021 - 06.2021

Assistant Internal Auditor

GDRC Bank China
07.2015 - 08.2019

AFP (Associate Financial Planner) - Financial Planning

FPSB (Financial Planning Standards Board) FPSB
10.2012 - 02.2013

Statistical Clerk/Sale Executive/Administrator

GDRC Bank China
07.2012 - 07.2015

Administrator of Lending Department

GDRC China
07.2009 - 07.2012

Bank Teller

GDRC Bank China
07.2007 - 07.2009

Bachelor of Economics - Finance

Jilin Financial University China
09.2002 - 07.2006
Yancy LIUAccountant