Yuting Chen

Yuting Chen Email and Phone Number

Wealth Management Advisory PM @ CTBC Bank
Taipei, TW
Yuting Chen's Location
New Taipei City, New Taipei City, Taiwan, Taiwan, Province of China
Yuting Chen's Contact Details

Yuting Chen work email

Yuting Chen personal email

n/a
About Yuting Chen

2016年起投入金融資訊服務領域將近五年，並於2021年初入銀行領域服務。經歷總經理幕僚、行銷企劃、以及專案經理等完整歷練，並具備以下專業特質：1.行銷活動規劃與執行；2.績效管理；3.專案流程規劃及執行；4.跨部門溝通(換位思考)能力；5.客戶關係管理。

Yuting Chen's Current Company Details
CTBC Bank

Ctbc Bank

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Wealth Management Advisory PM
Taipei, TW
Yuting Chen Work Experience Details
  • Ctbc Bank
    Wealth Management Advisory Pm
    Ctbc Bank
    Taipei, Tw
    View
  • Ctbc Bank
    Wealth Management Advisor
    Ctbc Bank Apr 2022 - Present
    台灣 臺北市
    -WM理財作戰策略擬定-HNW理財服務規範化-HNW理財服務系統設計與開發-部隊理財輔銷工具製作-跨部門專案參與-外部新聞稿、講座撰稿
    View
  • 台北富邦商業銀行股份有限公司
    行銷規劃師
    台北富邦商業銀行股份有限公司 Jun 2021 - Apr 2022
    台灣 臺北市
    1.內部專案統籌，協助跨部門協商及不間斷的支援及進度追蹤，2項專案將陸續於農曆年前結案。2.投資商品行銷規劃設計、推廣與成效分析，藉由每日成效戰報設計，目標達成率平均達90%。3.信託商品推廣，藉由平面廣告及網站雛形設計，及定期舉辦之信託活動，以期讓TA更了解信託好處、達普惠金融之終極目標。4.財管客戶態樣分析及彙整、各式內部大型活動簡報製作。
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  • 台灣經濟新報Tej
    客服/企劃管理師
    台灣經濟新報Tej Sep 2016 - May 2021
    台灣 Taipei City 台北
    1.Marketing．Online&Off-line Activities planning. -2020 Fin-Expo│2019 Fin-Tech Taipei│TEJ webinar & Seminar ．Overseas Marketing Plan.．New Product Development & Matured Product marketing．Product Website Design -https://censrisk.tejcn.com.cn/en -https://ccrqm.finasia.biz/en -https://overflow.io/s/16HJ6ZUO?node=3c9677f0&prototype 2. President Staff．Performance Management of each BU.．Executive Secretary of GE’s meeting.．Business Model Planning.．KPI and Reward Planning.．Corporate Innovation Planning.3.Project Manager．Salesforce CRM system integration.．Internal Process Reengineering (Marketing/Customer Service/Accounting).4.Consaltative Customer Service．Data String Advise and Execute.．Data Service.．Financial Template Design.．Academic / Financial Institution Orientation.
  • Yuan Ze University
    Teaching Assistant
    Yuan Ze University Sep 2015 - Sep 2016
    Taoyuan County, Taiwan
    CalculusⅠ-(Sep.,2015-Jan.,2016) CalculusⅠⅠ-(Feb.,2016-July,2016)International Financal Management-(Feb.,2016-July,2016)
    View
  • Yuan Ze University
    Project Assistant
    Yuan Ze University Jul 2015 - Jun 2016
    Taoyuan County, Taiwan
    1.Collecting and Sorting data2.Daily routine
    View
  • Yuan Ze University
    Part-Time Of Principal'S Office
    Yuan Ze University Jan 2014 - Jul 2015
    Taoyuan County, Taiwan
    1.Administrative work2.Help to set the convension room and the cleric work
    View

Yuting Chen Education Details

Frequently Asked Questions about Yuting Chen

What company does Yuting Chen work for?

Yuting Chen works for Ctbc Bank

What is Yuting Chen's role at the current company?

Yuting Chen's current role is Wealth Management Advisory PM.

What is Yuting Chen's email address?

Yuting Chen's email address is yu****@****ank.com

What schools did Yuting Chen attend?

Yuting Chen attended Yuan-Ze University, Yuan-Ze University.

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