Yiju Chen
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Yiju Chen Email & Phone Number

Branch Manager/Senior Relationship Manager at Yuanta Securities
Location: Taiwan, Province of China 10 work roles 3 schools
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Current company
Role
Branch Manager/Senior Relationship Manager
Location
Taiwan, Province of China
Company size

Who is Yiju Chen? Overview

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Quick answer

Yiju Chen is listed as Branch Manager/Senior Relationship Manager at Yuanta Securities, a with 685 employees, based in Taiwan, Province of China. AeroLeads shows a matched LinkedIn profile for Yiju Chen.

Yiju Chen previously worked as Branch Manager at Yuanta Securities and Sales Manager at Yuanta Securities. Yiju Chen holds 碩士, 經濟學大學院 from 日本早稻田大學.

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Email format at Yuanta Securities

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Yuanta Securities

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Profile bio

About Yiju Chen

Proactive professional with 18+ years of experience and proven knowledge of relationship management and customer communications. Aiming to leverage my skills to successfully fill both for Client Relationship and Sales Position role at your company.Personality:1. Willing to learn something new.2. Challenge-oriented.3. Detail and deadline oriented.4. Focused and possess a sales mindset and analytical and data-driven. • Good at dealing with objection and providing different solutions.

Current workplace

Yiju Chen's current company

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Yuanta Securities
Yuanta Securities
Branch Manager/Senior Relationship Manager
taiwan
Website
Employees
685
AeroLeads page
10 roles

Yiju Chen work experience

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Branch Manager

Current

Taipei, Taipei City, Taiwan

1.Direct all operational aspects including customer service, human resources and identify current and prospective sales opportunities.2.Meet goals and metrics.3.Bring out the best of branch’s personnel by providing training, coaching, development and motivation.4.Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.5.Address customer and employee satisfaction issues promptly.6.Adhere to high ethical standards, and comply with all regulations/applicable laws.7.Improve the presence and reputation of the branch and company.

Apr 2023 - Present

Sales Manager

Taipei, Taipei City, Taiwan

1.Ensuring that the branch meets its business objectives.2.Monitoring compliance with all rules, regulations and laws.3.Coordinating with other branches and senior managers.4.Implementing the firm's policies and procedures.

Apr 2022 - Mar 2023

Branch Manager

Taiwan, Taipei

1.Making certain that employees perform the duties of their jobs as required.2.Setting standards for performance.3.Ensuring that the branch meets its business objectives.4.Monitoring compliance with all rules, regulations and laws.5.Coordinating with other branches and senior managers.6.Implementing the firm's policies and procedures.

Mar 2020 - Mar 2022

Finance Department Of Accounting Department

Kanagawa, Japan

The main responsibilities:1.The preparation of (annual/monthly) consolidated financial statements: there are balance sheet, income statement, cash flow statement.2.Management financial reports.3. Auditing accountant accountability for each quarter.

Jul 2018 - May 2019

Private Wealth Management Specialist

Cathay United Bank, Taipei Taiwan.

Taiwan

The primary responsibilities:1. Maintaining and further developing a series of existing business consisting of clients focused within the financial market.2. Responsible for sell and suggestion of investment, banking and trust products to high net worth clients.3. Administrate each account to ensure that the clients are properly maintained and serviced.4. Proposed products and services maximize the client’s needs, goals, and objectives.5. Driving to satisfy the clients' objectives using specific financial.

Apr 2013 - Aug 2016

Wealth Management Advisor

Chinatrust Commercial Bank,Taipei Taiwan

Taiwan

The primary responsibilities:1. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.2. Visiting clients determine what they need by that to develop a financial plan.3. Make presentations on financial services to individual or groups to attract new clients.

Jul 2010 - Apr 2013

Wealth Management Advisor

Citi Bank, Taipei Taiwan

Taiwan

The main responsibilities:1. Build and maintain client bases, keeping current client plans up-to-date and developing new clients on an ongoing basis.2. Answer clients' questions about the purposes and details of financial plans and strategies.3. Periodic review of clients' accounts and plans regularly to determine whether economic changes or financial expectation point a need for plan reassessment.

Aug 2008 - Jun 2010

Futures Trader

Mega Securities Corp, Taipei Taiwan

Taiwan

The main responsibilities:1. Trading the equities, commodity futures, options, foreign currencies, or other securities at stock exchanges on behalf of investment dealers.2. Planing program trading plans, options, and hedge strategies.3. Monitor market situations or risk of the positions.4. Process paperwork for special orders, including margin or option purchases. Report all positions or trading results.

Aug 2005 - Aug 2008

Market Research Analyst

Mega Securities Corp, Taipei Taiwan

Taiwan

The main responsibilities:1. Analyzing and interpreting large amounts of data related to equity market, macroeconomic and political events.2. Presenting data and conclusions in a proper and efficient manner.3. Collaborating with macro and single-stock groups within the research.4. Communicating with the sales rep and external clients.

Aug 2004 - Aug 2005

Market Research Analyst

Kao-Ming Investment Corp, Taipei Taiwan

Taiwan

The main responsibilities:1. Prepare reports of findings, illustrating data graphically and translating complex findings into written text.2. Hunting for and provide information to help companies determine their investment positions in the financial market.3. Monitor industry statistics and follow trends in trade strategies.

Jul 2002 - Aug 2004
Team & coworkers

Colleagues at Yuanta Securities

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3 education records

Yiju Chen education

FAQ

Frequently asked questions about Yiju Chen

Quick answers generated from the profile data available on this page.

What company does Yiju Chen work for?

Yiju Chen works for Yuanta Securities.

What is Yiju Chen's role at Yuanta Securities?

Yiju Chen is listed as Branch Manager/Senior Relationship Manager at Yuanta Securities.

Where is Yiju Chen based?

Yiju Chen is based in Taiwan, Province of China while working with Yuanta Securities.

What companies has Yiju Chen worked for?

Yiju Chen has worked for Yuanta Securities, Kgi Securities. Taipei Taiwan, Kamaya Electric Co.,Ltd., Cathay United Bank, Taipei Taiwan., and Chinatrust Commercial Bank,Taipei Taiwan.

Who are Yiju Chen's colleagues at Yuanta Securities?

Yiju Chen's colleagues at Yuanta Securities include Bang Nguyen, Po Han Chou, 李福成, Kay Fang, and 楊商弘.

How can I contact Yiju Chen?

You can use AeroLeads to view verified contact signals for Yiju Chen at Yuanta Securities, including work email, phone, and LinkedIn data when available.

What schools did Yiju Chen attend?

Yiju Chen holds 碩士, 經濟學大學院 from 日本早稻田大學.

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