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
타이완

Professional Background

  • Current status
    Unemployed
  • Profession
    Financial Advisor
    Educational Instructor
  • Fields
    Banking
    Insurance
  • Work experience
    More than 15 years (10-15 years relevant)
  • Management
  • Skills
    Word
    PowerPoint
    Canva
    Google Drive
    Communication
  • Languages
    English
    Intermediate
  • Highest level of education
    Bachelor

Job search preferences

  • Desired job type
    Full-time
    Remote Only
  • Desired positions
    可以在德國做的金融業工作
  • Desired work locations
  • Freelance

Work Experience

Product Manager of Structured Notes

12월 2021 - 7월 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

5월 2019 - 8월 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

3월 2015 - 8월 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

5월 2013 - 3월 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

3월 2008 - 9월 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.

Education

Bachelor of Arts (BA)
中國文學系
1998 - 2002
Activities and societies
山地服務社

Licenses & Certifications

LinkedIn
Issued 3월 2024
No Expiration Date
LinkedIn
Issued 3월 2024
No Expiration Date