As Head of Sales and Marketing, I am responsible for driving the business development and marketing activities along with the targets to achieve country revenue and incremental profitability in Taiwan. By leading the sales, marketing and partnership team to identify profitable and sustainable business opportunities, make and execute sales plans, close new sales as well as grow the existing FSI accounts. Working as a team enabler to utilize the right resources and capability to expand and maintain partnership network to formulate our solutions, rolling out marketing communication and promotion activities, hence to increase sales, brand awareness and enriching customers our global concierge solutions.

Focusing on financial service industry (Tier 1 Banks & Insurance) in Taiwan to provide deep business and technology insights into every major business function in the enterprise. As a senior AE at Gartner, my objective is to serve c-suite leaders (CIO/CDO/CISO) and the team to challenge conventional thinking and accomplish critical activities. Gartner provides trusted insights (with global team of 2250+ analysts and Peer Community) and strategic advice (via former practitioners, senior executives and CIOs) to assist clients on making right and effective decision to meet their corporate objectives. With my 7 years+ experience in financial service industry, I believe I am the one who best understand clients' critical priorities and discuss why/how Gartner can assist them in making decision EVERYDAY.

I worked in Refinitiv (ex Thomson Reuters) as a Senior Account Manager, responsible for an average book of business of monthly USD$920K from assigned 110 Taiwan accounts, including Financial Holdings, Banks, Insurance, Buy-side, Academia and Government. I have excellent account management planning skill, hunter and farmer personality and always act as a lead generator. During 2017 to 2019, I also helped local team to successfully sell in Investment & Advisory, FinTech, AML, and Risk products into strategic accounts and won twice in Monthly Deal Forum. a) Profiled financial institutions, foreign banks, insurance, SITE/SICE/Securities, academic, and media accounts in Taiwan - through in-depth financial and business analysis to identify opportunities relevant to Thomson Reuters product capabilitiesb) Responsible for an average Book of Business of monthly USD 920K from assigned 110 regional accounts, including both local and foreign companiesc) Be responsible for contracts renewal negotiation and leads generation - acted both hunter (growth) and farmer (retention) mindsetd) Specially focused on topics including Wealth Management, Digital Banking, AML/KYC, and Research Advisorye) Relationship management to c-suite and senior managers within financial industry

Major Responsibilities: To deliver excellent communication between Chairman and C-Level clients in a global presence  To build up and maintain tied business relationship with company’s existing or potential clients – through directly contact to the firm’s leadership team To give advice to Chairman based on information collected and analyzed from other business representatives or observation on business trips To suggest improved ways of achieving goals To reinvest the subsidiary’s fund into other industries (e.g. e-commerce) for increasing the corporate revenue and turnover  To set up short term and long term objectives in media strategies To identify and resolve problems To generate marketing strategies to strengthen the firm’s branding plan To exploit business opportunities in China and Thailand To meet sales goal in a time frame via excellent management and leadership skills

Major Responsibilities:A) In charge of daily teller management, term deposit, personal loan, credit cards, and sales on ATM & EFTPOS machinesB) Risk assessment in Credit Cards and Personal LoansC) To manager tellers and be in charge of branch administration D) To deliver excellent customer service E) To build up and maintain tied relationship with local customers (CRM)F) To identify sales opportunitiesG) To evaluate staffs’ KPI and service attitude via management and leadership skillsH) To find out what customers’ needs and wantsI) To satisfy customers’ needs and wants through great PR and service attitudeJ) To suggest improved or creative ways of achieving goalsK) To exhibit professional knowledge on banking, finance, insurance, and loan productsDescription:Bank of Queensland Paddington Branch is located in one of Brisbane’s most sophisticated area, where it is surrounded by hills, cottages, boutiques and many vintage Queenslanders. Instead of local residence, the branch’s major clients are owners of local bars and restaurants, lawyers, financial advisors, and wealthy retirees. As the Customer Service Manager, the main responsibilities are to be in charge of customer service, branch administration, product training, and achieving sales target. My main duties included developing sale strategies on deposits, credit card, and personal loans (risk assessment). Furthermore, the CSM in BOQ also acts as a personal banker who remains/builds up tied relationship, including passion, empathy, specialize, responsibility, and ownership, which all lead to offering excellent personal and professional service to customers. This role is fully customer-service-oriented and performance-concerned. It further enhances my marketing and sales abilities in order to be capable to represents the company’s image on banking profession.