Introduction of Hanbury:Hanbury IFA is a third-party independent financial institution also as a professional team dedicates to offer financial products and investment planning for clients and business partners, providing financial services, real estate investments and various global businesses. With extension of business in Taiwan, Hong Kong, China, the United Kingdom and Japan, Hanbury IFA has built a good reputation and a solid business model in the industry.At present, the high-asset customers that Hanbury served are spread all over Asia. Hanbury financial service is not only providing family asset planning, but also specializing in asset management, private banking services, global life insurance, and real estate and hotel management in European and American.

Personal Loan sales management

VIP customer acquisition Hunter sales Team managementMortgage Loan sales managementPersonal Loan sales management

Sales Management Team, Wealth Management.Annual budget, personnel, branch performance targets and KPI preparationBank-wide performance tracking and operation management / Assist districts, branches, and specialists to achieve business Goal and Operation KPI.Branch relocation plan / foreign exchange designated bank applicationWealth Management Marketing activity planning.Wealth Management Sales and service quality management. Wealth Management Customer Complaint v. Banking Bureau WindowHead of Customer Complaint handle ( Structure Note )

To make sure the fund is put into operation and is responsible for the formulation of the fund marketing plan of the whole bankResponsible for achieving the bank's annual MF business goalsMutual Fund product education and training

財富管理部 經理負責財富管理法令規章，財富管理證照申請。設立財富管理理部，擬定組織架構及組織規劃。行銷企劃，制定每季的行銷產品規劃，來達成業務目標。商品管理，負責基金、連動債商品上架、銷售計劃的擬定。保代管理，保險商品上架作業、商品銷售及人員作業管理。業務人員教育訓練、客戶抱怨等相關業務。

服務品質管理科 科長負責全省50家分行的服務品質提昇與改善提昇分行理財專員及行員的專業知識及售後服務分行財富管理業務客戶抱怨處理理財業務 北區 區經理(新竹以北)負責新竹以北15家分行32位理財專員的業績協助分行辦理理財講座、陪訪、教育訓練等 基金業務科 科長基金上架作業責全行基金行銷方案的擬定督導全省110位理專基金銷售負責達成全行基金年度業務目標教育訓練新進理專教育訓練及在職理專教育訓練(月訓練、季訓練)新進理專招募

財務顧問 經理 私人銀行服務量身訂做的理財服務 產品多樣化，達成客戶的獲利目標

量身訂做的理財服務 各國的股票買賣建議達成客戶的獲利目標，用各項理財方案達成客戶需求

美商花旗銀行 台北分行貴賓理財中心提供理財諮詢給貴賓客戶各項商品理財建議協助貴賓客戶稅務諮詢協助貴賓客戶的財務管理 各項現金及支票交易服務

美商花旗銀行 台北分行個人理財中心提供一般客戶各項銀行及投資理財服務

美商花旗銀行 電話理財中心信用卡客戶服務