Eric Ho Email & Phone Number

台灣 臺北市 台北

Account Management: Acted as the account manager for a financial institution specializing in top-tier asset management clients and a prominent insurance company in Taiwan.Took on the primary responsibility for overseeing onshore, offshore mutual funds, and mandate maintenance, demonstrating a comprehensive understanding of diverse financial products.Business Development Expertise: Spearheaded the development of ETF and alternative asset business in the Taiwan market.Showcased… Show more Account Management: Acted as the account manager for a financial institution specializing in top-tier asset management clients and a prominent insurance company in Taiwan.Took on the primary responsibility for overseeing onshore, offshore mutual funds, and mandate maintenance, demonstrating a comprehensive understanding of diverse financial products.Business Development Expertise: Spearheaded the development of ETF and alternative asset business in the Taiwan market.Showcased strategic business acumen by identifying and cultivating opportunities in the evolving landscape of ETFs and alternative investments. Show less

台灣 臺北市 台北

Account Management for Financial Institutions: Served as an account manager for leading and mid-size insurance company in Taiwan and top-tier FoF clients.Held primary responsibility for managing both onshore, offshore mutual fund and mandate maintenance.Business Development Expertise: Spearheaded the development of new business opportunities, focusing on local financial enterprises and state-owned companies in Taiwan.Demonstrated a proactive approach to identifying and… Show more Account Management for Financial Institutions: Served as an account manager for leading and mid-size insurance company in Taiwan and top-tier FoF clients.Held primary responsibility for managing both onshore, offshore mutual fund and mandate maintenance.Business Development Expertise: Spearheaded the development of new business opportunities, focusing on local financial enterprises and state-owned companies in Taiwan.Demonstrated a proactive approach to identifying and cultivating business prospects in the local financial market.Client Support: Provided comprehensive support to clients, including facilitating transactions, maintaining accounts, and handling account opening procedures.Demonstrated a keen understanding of client needs and ensured smooth operational processes for account management. Show less

Taiwan

Managed accounts for a mid-sized insurance company in Taiwan and top-tier FoF clients, overseeing both domestic and international fund-related operations, showcasing expertise in diverse financial portfolios.In Business Development:Took the lead in developing new business opportunities, targeting local financial enterprises and state-owned companies in Taiwan. Demonstrated a proactive approach in identifying and nurturing prospects in the local financial market.Client… Show more Managed accounts for a mid-sized insurance company in Taiwan and top-tier FoF clients, overseeing both domestic and international fund-related operations, showcasing expertise in diverse financial portfolios.In Business Development:Took the lead in developing new business opportunities, targeting local financial enterprises and state-owned companies in Taiwan. Demonstrated a proactive approach in identifying and nurturing prospects in the local financial market.Client Support and Transactions:Offered comprehensive client support, handling transactions, account maintenance, and account opening procedures. Demonstrated a deep understanding of client needs, ensuring seamless operational processes for account management.Leading Internship Team in Report Production:Led an intern team to create tailored reports for institutional clients, including top insurers, bankers, and government pensions. Produced both weekly and special reports, highlighting the ability to manage and guide a team in delivering high-quality content. Show less

Taiwan

Researched deeply into macroeconomics and financial assets worldwide. Created tailored weekly reports for institutional clients, including top insurers, bankers, and government pensions. Specialized in central banks' policies, bond markets, and emerging market trends.Led a team of 8 interns to craft a thorough marketing plan for a new on-shore fund launch. Showcased strategic thinking and collaborative leadership for the plan's success.Collaborated with HR on campus recruitment… Show more Researched deeply into macroeconomics and financial assets worldwide. Created tailored weekly reports for institutional clients, including top insurers, bankers, and government pensions. Specialized in central banks' policies, bond markets, and emerging market trends.Led a team of 8 interns to craft a thorough marketing plan for a new on-shore fund launch. Showcased strategic thinking and collaborative leadership for the plan's success.Collaborated with HR on campus recruitment and contributed vocally to the "intern band" at the annual party, highlighting a diverse skill set.Proficient in Bloomberg, MS Office, Lipper, Morning Star, and Thomson Reuters Eikon for effective research. Demonstrated technical competence in navigating and extracting insights from various financial and data analysis tools. Show less

Taiwan

Headed and trained more than 100 new recruits for 2 months, budgeted for troops and supported military exercises.

Taipei

Researched on macroeconomics and corporate credits of different industries in developed markets. Led team with 12 people to win the 3rd place in competition of developing digital banking strategy.

Taiwan

Investigated more than 100 restaurants in two months to reviewed effectiveness of KOKO Money feedback system and offered constructive advice to the client.

Master'S Degree, Finance

Bachelor'S Degree, Economics