Teresa C.

Teresa C. Email and Phone Number

SVP, Wealth Management @ BNP Paribas Wealth Management
Taipei City, Taiwan
Teresa C.'s Location
Taipei, Taipei City, Taiwan, Taiwan, Province of China
About Teresa C.

I have a proven track record in driving growth through innovative digital and trade marketing strategies. Expert in leveraging market insights and trend analysis to inform strategic decisions and fuel product success. Proficient in launching and marketing new products, crafting comprehensive brand strategies, and executing impactful BTL campaigns. Adept at collaborating with external agencies to create and manage dynamic marketing campaigns while continually assessing performance metrics. Experienced in identifying lucrative product opportunities, developing compelling concepts, and orchestrating successful product launches. Skilled in evaluating the effectiveness of marketing strategies and optimizing sales performance. Let's connect and explore how I can drive success for your business!♦ Business Transformation Management♦ Project & Program Management♦Business Development & Marketing♦ Strategic Planning & Execution♦ Business Process Improvement♦ Sales & Marketing Management♦ Digital Marketing Management♦ Profit & Loss Management♦ Team Training & Development♦ Client Engagement Management♦ Problem Solver & Decision Maker♦ Market Research & Analysis

Teresa C.'s Current Company Details
BNP Paribas Wealth Management

Bnp Paribas Wealth Management

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SVP, Wealth Management
Taipei City, Taiwan
Employees:
2116
Teresa C. Work Experience Details
  • Bnp Paribas Wealth Management
    Svp, Wealth Management
    Bnp Paribas Wealth Management
    Taipei City, Taiwan
  • Td Engineering Company
    Managing Director Finance, Transformation And Business Development
    Td Engineering Company Jan 2020 - Present
    Taipei, I-Lan
    Job Responsibilities:I exhibit my extraordinary expertise in overseeing day-to-day finance and accounting operations, managing project controls to ensure fiscal responsibility. Also, I lead strategic management initiatives to drive company growth and development. Moreover, I direct P&L controls for highway bridge construction projects, ensuring profitability and cost efficiency. Successfully implement an innovative succession plan and facilitate a seamless transition to the 3rd… Show more Job Responsibilities:I exhibit my extraordinary expertise in overseeing day-to-day finance and accounting operations, managing project controls to ensure fiscal responsibility. Also, I lead strategic management initiatives to drive company growth and development. Moreover, I direct P&L controls for highway bridge construction projects, ensuring profitability and cost efficiency. Successfully implement an innovative succession plan and facilitate a seamless transition to the 3rd generation of leadership.Key Achievements:• Reduced annual cost by 10% by replacing Chailease's expensive leasing plan with favorable terms from two leading local banks.• Secured a complex revolving credit line from Hua-nan Bank through strategic financial planning and cost controls. Show less
  • Ctbc Financial Holding Co., Ltd
    Svp, Pmo Leader/ Strategic Planning Dept
    Ctbc Financial Holding Co., Ltd Jan 2019 - Jan 2020
    台灣 臺北市
    Job Responsibilities:During this job role, I oversaw PMO's project management, including M&A and business expansion initiatives. Moreover, I efficiently managed strategic planning for partnerships and confidential projects, driving business innovation and managing subsidiaries and affiliated companies domestically and internationally. Additionally, I maintained strong relationships to support future business development. Key Achievements:• Grew revenues from NT$2 million… Show more Job Responsibilities:During this job role, I oversaw PMO's project management, including M&A and business expansion initiatives. Moreover, I efficiently managed strategic planning for partnerships and confidential projects, driving business innovation and managing subsidiaries and affiliated companies domestically and internationally. Additionally, I maintained strong relationships to support future business development. Key Achievements:• Grew revenues from NT$2 million to NT$180 million by overseeing the transformation of the General Insurance business.• Resolved tactical tax issues and successfully offloaded the branch office by engaging with Vietnam IB. Show less
  • Ctbc Financial Holding Co., Ltd
    Svp, Bu Head Of Ctbc Bank Bancassurance
    Ctbc Financial Holding Co., Ltd Jan 2018 - Jan 2019
    Taipei City, Taiwan
    Job Responsibilities:While serving as a SVP, I established and managed channels for CTBC Retail Bank, offering products such as individual insurance, investment-linked policies, group insurance packages, business travel assistance, and pension plans. Additionally, I spearheaded digital projects, collaborating with CTBC Retail Bank to secure online insurance application licensing from the Insurance Bureau. Also, I partnered with selected fund houses to innovate products and lead market… Show more Job Responsibilities:While serving as a SVP, I established and managed channels for CTBC Retail Bank, offering products such as individual insurance, investment-linked policies, group insurance packages, business travel assistance, and pension plans. Additionally, I spearheaded digital projects, collaborating with CTBC Retail Bank to secure online insurance application licensing from the Insurance Bureau. Also, I partnered with selected fund houses to innovate products and lead market trends.Key Achievements:• Improved conversion rates and enabled sales teams to gain better insights into customers by implementing robust Martech and DMP solutions.• Achieved a record-high accounting profit of NT$4,000 million during the period. Show less
  • Ctbc Financial Holding Co., Ltd
    Svp, Bu Head Of Corp. Bancassurance & Pension
    Ctbc Financial Holding Co., Ltd Jan 2015 - Jan 2018
    台灣 臺北市
    Job Responsibilities:During this job role, I managed the channel development and B2B projects at CTBC Corporate Bank, focusing on group insurance, business travel assistance, and pension plans. Moreover, I led operations at CKS airport travel KIOSK. Managed digital initiatives to optimize the B2B platform, streamline customer journeys, and automate processes to reduce manual tasks. Additionally, I spearheaded SOP projects to enhance efficiency, reduce costs, and minimize errors through… Show more Job Responsibilities:During this job role, I managed the channel development and B2B projects at CTBC Corporate Bank, focusing on group insurance, business travel assistance, and pension plans. Moreover, I led operations at CKS airport travel KIOSK. Managed digital initiatives to optimize the B2B platform, streamline customer journeys, and automate processes to reduce manual tasks. Additionally, I spearheaded SOP projects to enhance efficiency, reduce costs, and minimize errors through process improvements.Key Achievements:• Generated a threefold increase in accounts payable to NT$410M in 2017, surpassed NT$160M in 2016, and exceeded annual targets by achieving 115% growth by October 2015.• Secured ownership of the pension plan for a Taiwan Lottery company through a successful partnership.• Regained ownership of the teacher's pension plan through a strategic partnership with the Ministry of Education. Show less
  • Ctbc Financial Holding Co., Ltd
    Svp/Cmo, Head Of Marketing Management
    Ctbc Financial Holding Co., Ltd Mar 2013 - Jan 2015
    Taipei City, Taiwan
    Job Responsibilities:I collaborated with top fund houses to develop treasury, investment-linked, mandate, and traditional products as part of product initiatives and marketing efforts. Implemented integrated marketing strategies. Moreover, I conducted segmentation across O2O channels (online to offline). Additionally, I efficiently managed digital projects bridging online and offline channels, including developing an iPad application and enhancing ATM claim services.Key… Show more Job Responsibilities:I collaborated with top fund houses to develop treasury, investment-linked, mandate, and traditional products as part of product initiatives and marketing efforts. Implemented integrated marketing strategies. Moreover, I conducted segmentation across O2O channels (online to offline). Additionally, I efficiently managed digital projects bridging online and offline channels, including developing an iPad application and enhancing ATM claim services.Key Achievements:• Drove significant growth in pre-tax revenue through strategic market expansion and operational efficiency improvements.• Achieved Top 5 market ranking by surpassing 5-year plan goals in 2014.• Surpassed Financial Year Plan (FYP) by 118% and Annual Plan (AP) by 213% in 2013. Show less
  • Ta Chong Bank Ltd (2847)
    Svp, Bancassurance And Marketing Head, Deposit & Wealth Management
    Ta Chong Bank Ltd (2847) Jan 2009 - Mar 2013
    台灣 臺北市
    Job Responsibilities:While serving as a SVP, I directed and mentored the Investment and Bancassurance team to drive revenue through sales. Moreover, I devised innovative strategies to maximize Wealth Management (WM) revenue, focusing on key objectives like fee income, margins, and recurring revenue. Established and grew a profitable and sustainable WM portfolio. Also, I managed new business initiatives to introduce additional fee income streams, such as implementing the S2S model for… Show more Job Responsibilities:While serving as a SVP, I directed and mentored the Investment and Bancassurance team to drive revenue through sales. Moreover, I devised innovative strategies to maximize Wealth Management (WM) revenue, focusing on key objectives like fee income, margins, and recurring revenue. Established and grew a profitable and sustainable WM portfolio. Also, I managed new business initiatives to introduce additional fee income streams, such as implementing the S2S model for cards and cross-selling residential fire/mortgage life insurance to ML customers.Key Achievements:• Doubled fee income and portfolio size in Y09 and Y10, with over 50% growth in Y11 and Y12.• Exceeded budget targets over four years by maximizing additional fee incomes from cross-selling cards and mortgage loans with Wealth Management products.• Secured a top 6 market position by elevating product margin to 6.18%. Show less

Teresa C. Education Details

Frequently Asked Questions about Teresa C.

What company does Teresa C. work for?

Teresa C. works for Bnp Paribas Wealth Management

What is Teresa C.'s role at the current company?

Teresa C.'s current role is SVP, Wealth Management.

What schools did Teresa C. attend?

Teresa C. attended National Taiwan University, 國立臺灣大學, Stony Brook University, Stony Brook University.

Who are Teresa C.'s colleagues?

Teresa C.'s colleagues are Virginie Verrier, Ousseini Zara, Kevin Amadio, Julien Estienne, Thierry Creno, Frank Cheung, Florian Hugel.

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