• I successfully led the marketing function, promoting products, services, and brand preferences through various channels to drive AUM and revenue growth. My key accomplishments include spearheading marketing initiatives, managing new product IPOs, streamlining fund tools, and leading the Factsheet Automation project.• I have a strong background in developing and executing digital marketing strategies, establishing social media presence, and optimizing user experience. Additionally, I have extensive experience in creating content marketing initiatives, digital assets, and implementing analytics tools to enhance marketing efforts. My expertise also extends to boosting content marketing efficiency and client engagement through Salesforce, Marketo, and Line integration.• As a proponent of responsible investment, I championed UN PRI and Fidelity's ESG rating standards, engaging with regulators and developing ESG content and communications. Furthermore, I have a proven track record of cultivating new business opportunities by initiating creative marketing campaigns and strategic product marketing.• Throughout my tenure, I successfully built strong partnerships with strategic distributors, achieving sales targets through training, integrated marketing campaigns, and content support. I collaborated on the Taiwan Branding Campaign, maintained brand integrity, and oversaw thought leadership events and communications. I also supported Taiwan Commitment Plan with regulators and managed marketing budgets, ensuring responsible allocation of resources.• Lastly, I pride myself on developing and retaining a highly skilled marketing team, fostering growth and talent within the organization. My diverse experience and expertise make me a well-rounded marketing professional with a comprehensive understanding of the financial services industry.

• I managed a high-performing team and the marketing budget, ensuring the successful execution of branding communication strategies. I led corporate communications, events, PR, CSR activities, and internal communications, strengthening the company's brand presence.• My experience includes developing holistic marketing campaigns that support distribution, product initiatives, and brand propositions based on customer insights. I played a pivotal role in driving new product development through research, analytics, and customer profile analysis, while managing product marketing materials, communication plans, and annual bonus declarations.• I effectively supported distribution channels by initiating integrated marketing campaigns for new product launches and DIA Account launches. I focused on our strategic partner, Standard Chartered Bank, driving sales through customer campaigns, product differentiation, and effective sales incentives. In addition, I established start-up Exclusive Broker Accounts with proposed propositions and product lines.• By conducting research to support customer segmentation, I helped develop product and service propositions for Standard Chartered Bank. I also expanded our digital footprint by building Corporate Facebook and Line accounts and remodeling our website to align with digital marketing strategies.• I engaged customers through multi-screen communication channels, focusing on social platforms for branding, product solutions, online surveys, and lead generation. My expertise in crisis management allowed me to address company statements and respond to media inquiries effectively.• As a team leader, I supported CEO Value Talk topics and presentations in monthly management meetings and was committed to developing talent and building team capacities. My tenure at Prudential Life Insurance Co. Ltd. Taiwan Office showcases my ability to excel in a dynamic, fast-paced environment while driving growth and achieving marketing objectives.

• I effectively led the marketing team in initiating, adapting, and executing marketing campaigns, PR, and corporate communications. I developed and implemented corporate marketing, PR, and digital marketing strategies that delivered significant results for the company.• In this role, I managed new product IPO projects, coordinating fund filing documents and application processes with legal and compliance teams. I also supported exiting fund registration and reshaping, preparing product materials, and responding to regulator requests.• I played a crucial role in the successful completion of the E Sun SITE M&A, SPA process, and launched the SITE business in Taiwan. I spearheaded the Chinese renaming campaign and launched the first branding TVC campaign in April 2008. I successfully launched onshore product IPO campaigns for Taiwan Equity Alpha Fund and Global Diversified Growth Fund in July and October 2009.• In addition, I initiated integrated marketing campaigns for onshore fund IPOs, offshore fund promotions, and B2B web member acquisition. I supported institutional marketing events, coordinating pension article releases and training topics while developing a digital marketing roadmap that included building online marketing campaigns and tracking measurements.• I rolled out the first Investment Education Game Campaign on Facebook and worked cross-functionally to deliver annual charity events and branding sponsorships. Throughout my tenure at Schroder Investment, I focused on cultivating and leading marketing talent to ensure the ongoing success and growth of the company.

• Led WM Marketing team, responsible for Wealth Management proposition, acquisition, and growth strategies• Initiated and implemented marketing campaigns for Premier Account acquisition and retention• Developed HSBC Wealth Management brand proposition and communications• Initiated deposit products and bundle packages for CIF, new funding, and Investment & Insurance product acquisition• Collaborated with Trust Dept, participated in Investment, Insurance & Structured Notes Products Committees, to review and approve new product launches• Analyzed existing customers' portfolios, and devised a cross-selling campaign of Investment & Insurance products for customer growth• Launched new HSBC Wealth Management branding TVC and relaunched WM Campaign in 2006• First launched HSBC Retirement Planning campaign in Aug 2005 to reflect the new pension scheme (New Labor pension scheme launched in July)• Cultivated and coached team members through on-the-job training

- Project Manager: Launched Fidelity Investment Securities Taiwan and FundsNetwork platform in 2002- Revamped direct channel HNW customer management, lead Client Conversion Plan (from FIM HK to TW TIST)- Response Institution/Direct/Brokerage Channels Marketing- Develop strategies for Direct High Net Worth and Retail customers growth- Integrated sales and research teams' requirements to develop and implement Asset AllocationPackage for HNW clients - Initiate professional Asset Allocation training to key institutional clients semi-annually- Manage high-level communication with key Brokerages Account Head offices and Trust Depts, deliver quarterly fund booklet and annual investment seminar - Drive the process of core funds selling points and implement to communications- Project Manager of Fidelity SITE Onshore Funds IPO Campaigns- Annually Branding and Customer Research project management- Supervise team to execute Investment Forums with key partners of Fundsnetwork

- Response Liability and Mutual Fund marketing programs- Initiate and implement marketing campaign for Premier acquisition and retention- Co-works with external lifestyle profession speakers, senior management, and branch managers to run client events for Premier retention - Co-work with Trust Dept for mutual funds communication and promotion campaign- Support new fund on shelf process and communication- Engaged Branch Managers, coordinated and execute investment seminars in branches- Support and supervise branch marketing activities

*Associate Account Director (Dec 1997 – July 1999) Citibank Team Lead, directed one account service & planning team for Citibank: engaged in the brand proposition, communication strategies, and all direct marketing programs such as the 1998 Citibank branding campaign, Deposit & Investment Campaigns, Credit Card Launch Campaign, Acquisition & Usage Campaigns*Manager (April 1995 – Dec 1997)- Account planning and clients services with Wyeth, DuPont, Met Life, Miller Beer, and Tender Tissue

Account Executive- Advertising Planning and execution - Client services with:Nestle, Bayer, ESPN, Bausch & Lomb, President Food, and Leofoo Thematic Park