Stanley Chen Email & Phone Number

台灣 臺北市

Responsible for ETF sales, providing the most immediate service to brokerage branches and collaborating with headquarters for service and business terms negotiations.Primary brokers:Fubon SecuritiesSinoPac SecuritiesMasterlink SecuritiesSecondary brokers:First SecuritiesMega SecuritiesE.Sun Securities

台灣 臺北市 台北

Responsibility Responsible for fund sales and channel services in the Zhonghe, Banqiao, Wenshan Xindian, Yilan, and Hualien regions for Shin Kong Financial Holding's internal channels, cooperative bank branches, Chang Hwa Bank, Shanghai Commercial and Savings Bank, Taiwan Business Bank, Hua Nan Commercial Bank, First Bank, as well as external banks and brokerage channels.Facilitated the signing of fund listing projects with external channel headquarters for Shin Kong Investment Trust.Developed and implemented business plans, overseeing the sales and distribution of a range of Shin Kong Investment Trust products, including mutual funds, private funds, and ETFs.Collaborated with the quantitative investment team to develop marketing and incentive plans for the sale and promotion of Shin Kong Investment Trust mutual funds and ETFs.

台灣 臺北市 台北

Responsibility Responsible for fund sales and channel services with Cathay Securities, KGI Securities, Yuanta Securities, Fubon Securities, Uni-President Securities, SinoPac Securities, Hua Nan Securities, Mega Securities, and other brokerage channels.Conducted daily market presentations and seminars for life insurance clients to maintain and build relationships.Provided information to clients on securities, bonds, market conditions, investment prospects, and financial conditions for potential investments.Conducted product marketing, analyzed product features, and offered purchase recommendations

台灣 臺北市

* Maintain relationships with high wealth customer * Evaluate customer financial needs and provide full financial products and services * Ensure that the company's management principle policies and programs are practiced

台灣 臺北市

Responsibility  Daily visits and development of sales channels. Conducted product seminars and executed corporate projects. Sold various high-annual-fee American Express premium card products. Maintained excellent interaction and after-sales service with channel partners to achieve performance targets through customer referrals.Achievement  American Express Platinum Certification. 2018: 106% achievement rate. 2017: 115% achievement rate. 2016: 175% achievement rate (Employee of the Year). 2015: Newcomer Award (130% achievement rate).