Daniel Yu-Ting Shen

Assistant Vice President, Treasury and Trade Solutions at Citi

Taipei, Taipei City, Taiwan

About

Experience

  • 花旗 (Hybrid)
    • Assistant Vice President, Treasury and Trade Solutions
      Dec 2025 - Present · 8 mos

      Payments - Cross Border Payment, Domestic Payment, Commercial Card.

    • Management Associate, Treasury and Trade Solutions
      Jul 2023 - Dec 2025 · 2 yrs 6 mos

      Participated in Citi’s Management Associate Program with 5 six-month rotations across core Treasury and Trade Solutions businesses, developing well-rounded expertise in the global transaction banking landscape. • 1st/4th Rotation | Financial Institution Sales Orchestrated Taiwan FI portfolio strategies with successful execution (coverage client overall rev. +22% YoY; fee rev. +12% YoY) and solidified Citi’s strategic position within clients’ long-term plans. • 2nd Rotation | Trade & Working Capital Solutions Managed Taiwan structured Trade Finance portfolio (Supply Chain Finance) and actively identified growth opportunities across all Trade products through client engagement / deal structuring. Products: Trade Loan, Receivables Finance, Supply Chain Finance, Trade Services. • 3rd Rotation | Cross-Border Payments Product Spearheaded and delivered franchise-wide projects – ISO 20022 Migration (RTGS & CBPR+). Showcased distinguished project management capabilities to successfully deliver platform modernization. Also independently managed all Cross-Border Payment products in Taiwan. Products: Cross-Border Payment/Receivables, Global Clearing, WorldLink (Exotic Payment), Domestic Payment. • 4th Rotation | Corporate Sales Elevated Citi’s competitive positioning in global Treasury and Trade offerings through leading effective client dialogue, contributing to critical RFP & solutioning sessions, crafting compelling pitches and drove significant pipeline growth and wallet share gains for Taiwan clients. • 5th Rotation | Liquidity Management Responsible for Liquidity product growth, solution implementation, and operational risk control enhancement. Contributed to Banking Book Asset-Liability management and coordinated deposit pricing strategy based on macro rate movements and client sensitivity. Products: Deposit, Cash Pooling Solutions.

  • Intern, Equities Sales & Trading at 瑞銀環球資產管理
    Sep 2022 - Mar 2023 · 7 mos

  • Summer Analyst, Treasury and Trade Solutions at 花旗
    Jun 2022 - Aug 2022 · 3 mos

  • National Taiwan University (1 yr 7 mos)
    • Director of Academics, Student Association of Finance
      Jun 2021 - Jun 2022 · 1 yr 1 mo

    • Director of Public Relations, 2021 Finance Night
      Dec 2020 - Jun 2021 · 7 mos

  • Global Initiatives Symposium in Taiwan (2 yrs 4 mos)
    • Executive Secretary
      Feb 2021 - Jan 2022 · 1 yr

    • Officer of Public Relations
      Oct 2019 - Jan 2021 · 1 yr 4 mos