Liz Yu
About Liz Yu
Liz Yu serves as a Premier Relationship Manager at HSBC in Sydney, Australia, where she has worked since 2021. She has a strong educational background in finance and accounting, holding a Master of Finance and a Master of Professional Accounting, along with a Bachelor of Commerce.
Current Role as Premier Relationship Manager
Liz Yu currently holds the position of Premier Relationship Manager at HSBC, where she has been employed since 2021. In this role, she focuses on providing tailored financial solutions to high-net-worth clients. Her responsibilities include managing client relationships, assessing financial needs, and delivering personalized banking services. Liz operates out of Sydney, New South Wales, Australia, and has developed expertise in wealth management and client engagement during her tenure.
Previous Experience at HSBC
Prior to her current role, Liz Yu worked at HSBC as a Personal Banking Consultant from 2020 to 2021. During her 11-month tenure in Sydney, she provided banking advice and services to clients, helping them navigate their financial options. This position allowed her to build foundational skills in customer service and financial consulting, which she has since applied in her current role.
Work Experience at Faw Toyota Motor Sales
Liz Yu served as a Customer Data Specialist at Faw Toyota Motor Sales from 2017 to 2019 in Beijing. In this role, she focused on analyzing customer data to enhance service delivery and improve customer satisfaction. Her work contributed to better understanding customer preferences and behaviors within the automotive sector.
Education and Expertise in Finance
Liz Yu has a strong educational background in finance. She earned a Master of Finance from UNSW Australia, completing her studies from 2014 to 2015. Additionally, she holds a Bachelor of Commerce (B.Com.) with a focus on Actuarial and Finance from UNSW Australia, which she completed from 2011 to 2014. Liz also obtained a Master of Professional Accounting from Top Education Institute from 2013 to 2014. This academic foundation supports her expertise in financial analysis and client relationship management.
Experience at ANZ
Before her role at HSBC, Liz Yu worked at ANZ as a Customer Service Consultant from 2016 to 2017 in Sydney, Australia. During her 9-month tenure, she provided customer support and assistance, which helped her develop strong communication and problem-solving skills in a banking environment.