Ruby Tai
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Ruby Tai Email & Phone Number

Private Banking Assistant at 元大寶來證券
Location: Taipei City, Taiwan, Province of China 4 work roles 2 schools
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Current company
Role
Private Banking Assistant
Location
Taipei City, Taiwan, Province of China
Company size

Who is Ruby Tai? Overview

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Quick answer

Ruby Tai is listed as Private Banking Assistant at 元大寶來證券, a with 685 employees, based in Taipei City, Taiwan, Province of China. AeroLeads shows a matched LinkedIn profile for Ruby Tai.

Ruby Tai previously worked as Business Analyst at Thetalklist and Wealth Management Intern at Fubon Financial Holding Co., Ltd. 富邦金控. Ruby Tai holds Master Of Business Administration - Mba, Finance from San Diego State University-California State University.

Company email context

Email format at 元大寶來證券

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元大寶來證券

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Profile bio

About Ruby Tai

Ruby Tai is a Private Banking Assistant at 元大寶來證券. She possess expertise in microsoft office, microsoft word, 领导力, data analysis, microsoft excel and 3 more skills. Colleagues describe her as "I've enjoyed working with Ruby. She takes her work seriously. She has been instrumental in our social marketing outreach to Taiwan. She is an easy employee to manage."

Listed skills include Microsoft Office, Microsoft Word, 领导力, Data Analysis, and 4 others.

Current workplace

Ruby Tai's current company

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元大寶來證券
元大寶來證券
Private Banking Assistant
taiwan
Website
Employees
685
AeroLeads page
4 roles · 10 years

Ruby Tai work experience

A career timeline built from the work history available for this profile.

Private Banking Assistant

Current

Taipei Taiwan

• Support Relationship Managers in providing differentiated service to high net-worth clients. • Handle client trade bookings and ensure timely transactions processing.• Monitor clients’ account status and follow up on all required documentation to meet KYC.• Ensure the account opening and performing transactions are in compliance with business policies and legislative requirements.

2017 - Present ~9 yrs 7 mos

Business Analyst

San Diego. Ca

• Performed market research• Engaged in social media marketing campaign• Assisted in the online chat support service

Dec 2015 - Sep 2016

Wealth Management Intern

Taipei

• Maintained up-to-date client files• Opened security and trust accounts and performed daily accounts maintenance• Assisted the Finance team in performing administrative duties

Feb 2015 - Jul 2015

Administrative Specialist

Taipei

• Reception duties• Implemented inventory control and forecasted the potential inventory issues• Purchased and managed the office supplies• Maintained employee record and attendance• Assisted in holding public art exhibitions and promotional activities

Jun 2012 - Jul 2014
Team & coworkers

Colleagues at 元大寶來證券

Other employees you can reach at yuanta.com. View company contacts for 685 employees →

2 education records

Ruby Tai education

FAQ

Frequently asked questions about Ruby Tai

Quick answers generated from the profile data available on this page.

What company does Ruby Tai work for?

Ruby Tai works for 元大寶來證券.

What is Ruby Tai's role at 元大寶來證券?

Ruby Tai is listed as Private Banking Assistant at 元大寶來證券.

Where is Ruby Tai based?

Ruby Tai is based in Taipei City, Taiwan, Province of China while working with 元大寶來證券.

What companies has Ruby Tai worked for?

Ruby Tai has worked for 元大寶來證券, Thetalklist, Fubon Financial Holding Co., Ltd. 富邦金控, and Fubon Art Foundation 富邦藝術基金會.

Who are Ruby Tai's colleagues at 元大寶來證券?

Ruby Tai's colleagues at 元大寶來證券 include Chris Lee, Wan Yin Hsu, Jinseong Kim, Shu Wei Chang, and Nina Taphunwong.

How can I contact Ruby Tai?

You can use AeroLeads to view verified contact signals for Ruby Tai at 元大寶來證券, including work email, phone, and LinkedIn data when available.

What schools did Ruby Tai attend?

Ruby Tai holds Master Of Business Administration - Mba, Finance from San Diego State University-California State University.

What skills is Ruby Tai known for?

Ruby Tai is listed with skills including Microsoft Office, Microsoft Word, 领导力, Data Analysis, Microsoft Excel, 团队合作, 项目管理, and Microsoft Powerpoint.

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