Shuyuan Anne (Sue) Wang
About Shuyuan Anne (Sue) Wang
Shuyuan Anne (Sue) Wang serves as the Assistant Vice President and Premier Relationship Manager at HSBC, where she specializes in client retention and acquisition strategies for affluent Asian clients. With a background in banking and insurance, she possesses native fluency in English and Chinese, enhancing her ability to communicate effectively with a diverse clientele.
Current Role at HSBC
Shuyuan Anne (Sue) Wang currently holds the position of Assistant Vice President and Premier Relationship Manager at HSBC in Rockville, Maryland. In this role, she is responsible for managing client relationships and facilitating wealth referrals to financial advisors. She averages two wealth referrals per day, primarily achieved through outbound calls. Her focus is on enhancing client retention and acquisition strategies tailored for affluent clients.
Previous Experience at HSBC
Prior to her current role, Wang worked at HSBC as a Senior Personal Banker from 2018 to 2021 in Washington, D.C. During her three years in this position, she developed expertise in client management and financial services, contributing to her understanding of the banking needs of affluent clients.
Bilingual Communication Skills
Wang possesses native fluency in both English and Chinese, which allows her to effectively communicate with a diverse client base. This skill is particularly valuable in her role, as it enables her to connect with affluent Asian clients from Hong Kong and Mainland China, enhancing client engagement and service delivery.
Educational Background
Wang studied at York University, where she earned a Bachelor's Degree with Honours in Economics from 2014 to 2017. Her academic background in economics provides her with a solid foundation for understanding financial markets and client needs in her current role.
Early Career Experience
Wang's early career includes working as a Bilingual Insurance Producer at Klinger Insurance Group for nine months in 2018 and as a Cold Call Market Researcher at MSI Research from 2004 to 2006 in London, Canada. Additionally, she served as an Economics Tutor at the University of Waterloo from 2007 to 2011, where she supported students in understanding economic concepts.