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 marketing campaign. 4. To support wealth management marketing campaign and executive's decision making by big data analysis and digging customer insights.5. Represented Wealth Management Division and participated BI (Business Intelligence) project - a new customer-centric data warehouse, from creating user requirements, user testing, to end user training.

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. Responsible for policy holder after-sales service and customer complaints4. Internal and external coordination of telemarketing issues

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, making commentary for executive’s decision making, and delivering to branches and agents through internal channels and meetings4. Assisted on regional seminars and road shows of new mutual funds or market outlook

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

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 customers4. Assisted on strategic planning of Wealth Management business, design of performance measurement and incentive scheme for Financial Planners, and related training program.5. Project member of MMA-R retirement planning project which is strategic allied with AIG.-Responsible for development and implementation of Retirement Planning and Projection Tool.-Assisted on MMA-R product development and related marketing matters.-Successfully completed MMA-R phase 1 and phase 2 training programs for Financial Planners before project launch on January 2008.

•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 Taishin International Bank, Allianz, and Polaris SITC. Successfully developed two clients: Cathay SITC and Shinkong SITC.•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 analysis, and performance measurement.•Assisted on product development platform design, including principle protection product, lifecycle fund and managed account.

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 Express, Credit Lyonnais, etc.•Responded to customer inquiries of Reuters’ financial solutions on functionalities and troubleshooting, and provided sales and techs solutions.•Held seminars and social events to build up the relationships and communities with the market.•Worked as a trainer and presenter of Reuters services internally and externally.Help Desk Executive, Technical Department•Responded to customer inquiries related to financial information, data query, product functionality and service calls of Reuters products and services.•Managed and track resolution process, proactively inform customers the status in order to provide Reuters great satisfaction.•Developed and transferred potential clients to real revenue.•Assisted on problem solving, MIS queries, and product training for internal staff.