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.

-Rotate in different departments included Credit Analysis, Sales and Trading, Product Development (Derivatives and Bonds).-Conduct statistical market reviews for industry and macroeconomics research

-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

-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

-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