Aaron Lin Email & Phone Number

Taiwan

台灣 臺北市

Taipei City, Taiwan

1. Being project manager/coordinator and successfully built up and implement a new Wealth Management and CRM system.2. Significantly increased numbers of VIP customer, AUM, and fee incomes by leveraging marketing tactics, from acquisition, upgrade, MGM, and retention.3. Participated the iBrain product development team - a robot advisory, and supported.

Taipei City, Taiwan

1. Build up, develop, and maintain good relationship with strategic partners in order to meet sales goal set by both parties. Major accounts include Carrefour, Sinopac Card Service, and ABN Amro.2. Telemarketing campaign planning, executing, and performance tracking to achieve annual target. Such as telemarketer domestic or oversea travel reward.3..

Taipei City, Taiwan

1. Assisted on strategy and marketing campaign development; product promotion for retirement planning segment; established the total solution to increase sales 2. Promoted new branch operation system, assisted the pilot-run branches and encouraged branches in order system to transform3. Responsible for research and the analysis of market information.

Taipei, Taiwan

1. Responsible for marketing campaigns to grow Premier Customer’s assets2. Assisted on the Children Education Program and completed phase 1 concept plan3. Assisted on 1Q investment seminars hold by eight branches across Taiwan

Taipei City, Taiwan

1. Established the internal SOPs of Wealth Management business to meet government regulations and internal compliance. Worked as SOPs trainer for Financial Planners.2. Successfully implemented the Wealth Management System to enhance WM sales force, and being system administration and trainer.3. Assisted on marketing campaigns for Wealth Management.

Taipei City, Taiwan

• Responsible for sales, marketing and training of Ibbotson Investment Analysis software EnCorr. Markets including SITE/SICE, banking, securities, insurances, and financial related businesses, and clients including.
• Developed asset allocation technical service cooperated with Ibbotson Associate. Services cover asset allocation introduction, risk tolerance questionnaire, asset class selection, fund or fund manager selection, style.
• Assisted on product development platform design, including principle protection product, lifecycle fund and managed account.

Taipei City, Taiwan

• Data Analyst, Data Operations
• Created and maintained Reuters database. Data including foreign exchange and money market, fixed income and bonds, equities, and futures market.
• Responsible for data queries from clients and internal staff; conducted new products or instruments demonstration to sales and other departments.
• Delivered training of Reuters’ products and services for junior Data Analyst, and managed their daily job.Customer Relationship Executive, Sales Department
• Managed Reuters’ major clients, including Banking, Securities, Asset Management, and Corporate finance department, in terms of marketing and training. Clients including Chinatrust FHC, Fubon FHC, HwaNan FHC, American.
• Responded to customer inquiries of Reuters’ financial solutions on functionalities and troubleshooting, and provided sales and techs solutions.

Master Of Business Administration (Mba), Mis

Bachelor Of Science (Bs), Mathematical Science

高中