Avatar of 李佩玲.
李佩玲
🌟MULTIPOTENTIALITE 🌟/Product Manager for Structured Notes/💰Financial Planner💰/AFP/Wealth Independence Advocate/Remotely teaching experience exceeds 600 hours
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李佩玲

🌟MULTIPOTENTIALITE 🌟/Product Manager for Structured Notes/💰Financial Planner💰/AFP/Wealth Independence Advocate/Remotely teaching experience exceeds 600 hours
Engaged in financial related jobs in the insurance, banking, and securities fields for more than 12 years. Rich experience in financial product training and excellent skills on product design, marketing, and other businesses, as well as more than 10 financial-related certificates.
CTBC Securities Co., Ltd.
National Tsing Hua University
台北市, 台灣
Taiwan

Latar Belakang Profesional

  • Status sekarang
    Tidak bekerja
  • Profesi
    Penasihat Keuangan
    Instruktur Pendidikan
  • Bidang
    Perbankan
    Asuransi
  • Pengalaman Kerja
    Lebih dari 15 tahun (relevan 10-15 tahun)
  • Management
  • Skil
    Word
    PowerPoint
    Canva
    Google Drive
    Communication
  • Bahasa
    English
    Menengah
  • Pendidikan tertinggi
    Sarjana

Preferensi pencarian kerja

  • Jenis pekerjaan yang diinginkan
    Full-time
    Hanya bekerja jarak jauh
  • Jabatan pekerjaan yang diinginkan
    可以在德國做的金融業工作
  • Lokasi pekerjaan yang diinginkan
  • Bekerja lepas

Pengalaman Kerja

Product Manager of Structured Notes

12/2021 - 07/2023
1 yr 8 mos
1. Responsible for company training programs with 10 branches of securities salespersons. 2. Create 5~8 tailor-made products daily to increase business performance monthly. 3. Analyze customer's demands and find the suitable product to match. 4. Manage the situation of the securities companies and issuers activities and strategies daily. 5. Achieve company’s operation goals monthly and the department chief’s tasks.

Director of School Teaching & Chinese Teacher

05/2019 - 08/2021
2 yrs 4 mos
1. Design the school webpage and manage all the school's digital resources. 2. Create all school courses, activities and related DM. 3. Plan monthly e-learning courses for teachers. 4. Teach Chinese to different kinds and age of students including the children of ABC and foreign adults. 5. Execute 600+ hours tailor-made Chinese learning needs for different kinds and ages of students.

Financial Planner

03/2015 - 08/2018
3 yrs 6 mos
1. Responsible for company training programs with 2~3 bank branches of financial assistants. 2. Motivate product purchasing process and activities. 3. Analyze customer's demands and find the product to match. 4. Report the situation of the bank branch activities and strategies. 5. Achieve company’s operation goals and the department chief’s tasks.

Product Marketing Specialist

05/2013 - 03/2015
1 yr 11 mos
1. Serve as a PM for investment insurance. 2. Sign contracts with various investment companies 3. Plan new products for four channels. 4. Edit the company's internal investment commodity daily report to share financial news and product listing information 5. Participate in the project of investment-oriented web page revision.

senior insurance consultant

03/2008 - 09/2012
4 yrs 7 mos
1. Responsible for maintaining good quality services with key clients, for example established every week meetings to effectively communicate with 40+ branches of bank financial assistants. 2. Assist product purchasing process and activities everyday. 3. Execute company training programs with 40+ branches of bank financial assistants.. 4. Report marketing strategies, and situation of the activities and marketing research every week. 5.Achieve company’s operational goals and the department chief’s tasks.

Edukasi

Sarjana Seni
中國文學系
1998 - 2002
Aktivitas dan komunitas
山地服務社

Sertifikasi dan Lisensi

LinkedIn
Dibuat 03/2024
Tidak Ada Tanggal Kadaluwarsa
LinkedIn
Dibuat 03/2024
Tidak Ada Tanggal Kadaluwarsa