Managed overall relationship and transaction, including: stock/non-equities trade settlement, cash projection generation, cash/securities availability checking, preparation settlement-related reports/statements in Taiwan market for foreign institutional investor and domestic insurance clients.• Awarded highest performance rating (top 10%) each year• Managed over 4,000 institutional accounts which had 40,000 transactions of stock trades and around US$1.5 billion service revenues. • Built positive business relationship with major client UBS and increased clients satisfaction, keeping client’s complains under 0.05%, the company’s average. • Developed a new system to computerize the operational process and further reduced the operation time and error cases by 50%.• Co-worked with team members to achieve better time control, increasing work efficiency and improving quality for the department.• Trained and supervised new staffs of the department. Counseled over 10 new employees on financial markets such as equity, bond and currency market through practical working and lectures.

Managed sales of financial instruments and provides clients the investing recommendation to achieve revenue target. Developed relationship with private clients; dealt with the highly-lost clients to make a reconciliation.• Received a promotion to become a senior financial advisor within six months in 2009, while only one out of 100 employees was promoted.• Advised over 2,000 private clients with US$5 to 100 million assets financial planning to earn over 8% return each year via currency trading , mutual fund, and insurance products.• Identified target clients and increased commission fees through exploring new customers by 15% yearly.• Co-worked with colleagues and contributed to our branch to achieve top 5% rating in sale of fund and insurance investment.• Dealt with clients' loss during financial crisis in 2008; helped clients restructure their portfolio to make their asset increase over 50% in 2009.