Vicky Kuo is a highly accomplished leader in the finance industry, bringing with her more than 30 years of experience in the wealth management industry covering both local and global markets. Her expertise spans diverse countries and cultures, allowing her to excel in leadership, relationship building, and people management across various market segments and customers, including corporate, retail, and Institutional sectors.Throughout her career, Vicky has demonstrated a proven track record of developing successful sales teams in highly competitive marketplaces. Her ability to foster strong relationships with clients and stakeholders has been instrumental in driving business growth and achieving exceptional results. Vicky's exceptional leadership skills have enabled her to navigate diverse markets and leverage her business acumen to identify new opportunities, challenge the status quo, and achieve remarkable success.Vicky's passion for achieving results is evident in her unwavering commitment to excellence. She possesses a keen business acumen, enabling her to make sound decisions and drive strategic initiatives that create value for organizations. Her constant desire to learn and improve, coupled with her ability to adapt to new opportunities, ensures that she stays ahead of industry trends and remains at the forefront of innovation.As a leader, Vicky is passionate about coaching and mentoring new professionals. She believes in the power of empowering others, sharing her knowledge, and helping individuals unlock their full potential. By fostering a supportive and collaborative environment, Vicky cultivates talent, nurtures growth, and drives success not only within her teams but also throughout the organizations she serves.If you are seeking a dynamic leader with extensive experience in the finance industry, a proven track record in developing successful sales teams, and a passion for achieving results, connecting with Vicky Kuo would be a valuable opportunity. Her ability to navigate diverse markets, build strong relationships, and inspire teams to excel is a testament to her exceptional leadership skills and unwavering commitment to excellence.
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Independent DirectorUbi Pharma IncTaipei City, Taiwan -
Chairman Of The BoardJih Sun Securities Investment Consulting Oct 2019 - Jan 2023Taipei City, Taiwan -
Senior Vice PresidentBank Of Taipei (5863) May 2012 - Aug 2019Taipei City, TaiwanHeadcount: 300+▸ Established and created highly successful PWM (Private Wealth Management) financial services within the Banking environments.▸ Assisted the CEO in achieving full-year goals for all investment products, including mutual funds, insurance, and trust, resulting in increased fee income.▸ Built and analyzed a comprehensive 5-year financial plan for the WM (Wealth Management) business.▸ Exceeded sales goals through effective implementation of incentive programs and performance measurement systems, including MBO (Management by Objectives) and KPI (Key Performance Indicators) systems. -
Senior Vice PresidentCtbc Bank Oct 2008 - Mar 2012Taipei City, TaiwanHeadcount: 45▸ Established and developed highly successful WM financial services within the Securities environments▸ Assisted the CEO in achieving full-year goals for various investment products, such as Mutual Funds, Insurance, Trusts, and US/European stocks, resulting in increased fee income▸ Built and analyzed a comprehensive 5-year financial plan for the PWM (Private Wealth Management) business▸ Developed and implemented sales goals, incentive programs, and KPI systems to drive performance and motivate the team▸ Successfully accomplished the allocation of resources and support in the WM business -
Senior Vice PresidentTaishin International Bank Jan 2004 - Aug 2008Taipei City, TaiwanHeadcount: 492▸ Successfully established and created highly effective WM financial services in retail banking environments.▸ Assisted the CEO in achieving goals across investment products, including Mutual Fund, Insurance, trust, and related fee income.▸ Developed and implemented a cross-sell culture, effectively bridging retail branches and PWM centers.▸ Analyzed and formulated a comprehensive 5-year financial plan for PWM business.▸ Accomplished sales goals, devised incentive programs, and implemented KPI systems.▸ Exceeded business goal by over 100% in September 2007.▸ Managed and executed diverse projects, including CEB, MA training, and Service Satisfaction Survey, delivering successful outcomes.▸ Proposed ISO process flow and obtained favorable evaluation from BVQI.▸ Successfully implemented the PWM Business Plan, securing approval from Financial Supervisory Commission Banking Bureau, Director Liu Ker.▸ Earned prestigious awards, including "The best retail bank in 2008" and "The best domestic private banking in 2007 & 2008," as recognized by Euro-money & Asia-money. -
Senior Vice President大眾商業銀行股份有限公司 Jan 2000 - Jul 2003Taipei City, TaiwanHeadcount: 502▸ Assisted the CEO in achieving the following goals, including Mutual Fund, Insurance, and related fee income.▸ Managed overall marketing, client focus, and service functions for the branch, including the setup of the "Financial Service Center" and building a sales and service culture in retail banking.▸ Established 3 full-function branches and 18 mini-branches within 2 years, promoting growth and expansion.▸ Organized the implementation of the "Mystery Shopper Service Standard" and established "Service Quality Standards" for all wholesale and retail branches, ensuring consistent and high-quality customer service.▸ Developed and analyzed MIS reports for retail banking business, contributing to informed decision-making and strategic planning.▸ Successfully met sales goals, administered incentive programs, and achieved a promotion in Trust Fund AUM to NT$220E, ranking 10th in the Taiwan market in 2002. -
Vice PresidentBank Of America Aug 1995 - Nov 2000Taipei City, Taiwan▸Assisted the business manager to achieve the following goals- Mutual Fund: Achieved 146% from mutual fund goal (NT$3,495 million: NT$2,400 million). *NT2400 million was the fully goal of Y2K.- Handled overall marketing, client focus and service functions for branch▸ Involved in “Proactive relationship banking “ in Sales Management- 3 direct reports including: Country CSR Head, Branch Banking Heads, and Greeter / Meeter Heads.- Deeply involved “Mystery Shopper Standard”.- Pass Audit review.- Build up “Teller Referral” Culture. Monthly conversion average is 8% (47/591)▸Managed the full range of branch activities, including products importation, finance and administration. - Headcount: 45 (Branch operation 20, Sales 22, Service 3) ▸Assisted the business manager to achieve the following goals- Mutual Fund: Achieved 192% from mutual fund goal (US$96 million: US$50 Million).- Deposit O/S : Achieved 95.25%, before end of November O/S: 19,336 million.▸ Handles overall marketing, client focus and service functions for the branch ▸ Massaged the full range of branch activities, including product implements, marketing, finance and administration.▸ Deeply involved “ Proactive Relationship Banking” in Sales Management▸ 4 direct reports including : CSR Head, Preferred Banking Head, General Banking Head, Greeter/Meeter Head -
Assistant Vice PresidentCiti Jan 1992 - Aug 1995Taipei City, Taiwan▸ Managed and be held accountable for all aspects of FSC Performance to ensure quality customer service, achieve customer retention goals, and maximize sales results, maintain branch controls in operating policies and procedures, and optimize branch efficiency.▸ Created outstanding performance in Mutual Fund products ▸ Assisted the retail banking business manager to achieve the overall performance goals.▸ Responsible for the achievement of targeted new and outstanding CitiGold account and sales volume of our department, co-ordination for all matters within the team unit problem solving and customer objections handling and coaching with the unit coordination and idea/experience sharing with other team units.▸ Assisted the Citigold department head to achieve the overall performance goals▸ Supported department head to achieve the deposit goals in LCY and FCY▸ Set up referral channel in cross departments and business ▸ Generated sales, portfolio management & maintaining relationship deepening.▸ Created performance of deposit volume and customer no. Problem solving and customer objections handling and coaching with the unit Co-ordinations and idea/experience sharing with other team units. -
Credit Card Officer花旗集團 Jan 1987 - Dec 1991Taipei City, Taiwan▸ Handled capacity planning to streamline work flows and identifies human resource requirements▸ Resolve problems from customers and improve staff’s standards▸ Set up No. 1 standard phone center in Retail Banking environments in January of 1989▸ Processed VISA, M/C and Diners payment of merchants, prepare daily, weekly, and monthly report
Vicky Kuo Education Details
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Communication And Media Studies
Frequently Asked Questions about Vicky Kuo
What company does Vicky Kuo work for?
Vicky Kuo works for Ubi Pharma Inc
What is Vicky Kuo's role at the current company?
Vicky Kuo's current role is Independent Director.
What schools did Vicky Kuo attend?
Vicky Kuo attended Shih Hsin University.
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