Seeking a challenging position in the financial industry that will allow me to capitalize on my analytical and communication skills in a high-level professional environment.
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Corporate Relationship Manager玉山金控 Apr 2021 - Present台灣 臺北市Jumbo Team-Attend to queries by clients on transaction related issues and provide required data.-Undertake in the appropriate analysis and preparation of client value and customer strategic plans utilizing client vision.-Cultivate existing relationship, understand and anticipate clients needs as well as identify incremental sales opportunities.-Conduct critical credit reviews and assessment, timely identifications of problem accounts and implement appropriate operational controls to safeguard the Bank's assets. -
Management Associate Program玉山金控 Jun 2020 - Present台灣 臺北市-Rotate in different departments included Credit Analysis, Sales and Trading, Product Development (Derivatives and Bonds).-Conduct statistical market reviews for industry and macroeconomics research -
Corporate Banking InternCtbc Bank Jul 2019 - Aug 2019-Researched the corporate trust market development and analyzed the domestic and foreign custodian competitors with reports of the Trust Association of R.O.C., the research institution reports and the academic papers-Analyzed business opportunities in the custodian market to provide PMs sources for making the future strategy -
Equity Research Intern元大寶來證券 Jan 2019 - Jun 2019-Conducted market research with Bloomberg, Reuters, Wind, CMoney and TEJ to assist analysts-Summarized US stock’s daily news and Taiwan stock’s daily news for daily publication-Joined Taiwanese and foreign companies’ conference calls and took notes for analysts and clients -
Sales And Trading Intern瑞銀環球資產管理 Apr 2018 - Oct 2018-Prepared market daily reports by TEJ and timely checked cash and shares with custodian during trading hours-Arranged conference meeting and marketing tour for foreign investors and local companies -Supported salesperson with the consolidation of data and the maintenance of long-term client relationships-Assisted UBS Taiwan Conference and worked as an interpreter
Frequently Asked Questions about Cindy Lai
What company does Cindy Lai work for?
Cindy Lai works for 玉山金控
What is Cindy Lai's role at the current company?
Cindy Lai's current role is Coporate Banking Relationship Manager at E.SUN Bank.
What schools did Cindy Lai attend?
Cindy Lai attended 國立臺灣大學, 國立臺灣大學, Hanken School Of Economics.
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