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Over 5 years of experience in the financial industry and around 2 years in the media industry, with about 3 years of experience as a business manager.
- Served as the highest-level branch manager, overseeing a team of about 5 people, and reporting directly to the vice president.
- Worked as a special assistant to the chairman, helping to establish and improve company operating systems.
- Main products sold in the past include:
Retail banking financial products, life insurance financial products, growth courses, marketing and advertising, event planning, domestic and international specialized financial services, fundraising planning.
- Clients served include:
Cold leads (retail clients), life insurance branches, listed companies, micro-businesses, direct sales teams, financial brokerages, system architecture companies, environmental companies, etc.
- Areas where clients were served include:
Singapore, Malaysia, Taiwan, China, India, the Middle East, Australia, etc.
Taiwan
0980907609
[email protected]
Mar 2023 - Present
Taipei, Taiwan
- Business Expansion|Held meetings with regulatory authorities and local businesses, and planned fundraising strategies.
- Market Planning|Assisted in formulating the company's short-, medium-, and long-term plans.
- Recruitment|Recruited core team members.
- Proposal Presentations|Presented project plans to investors and financiers.
- Public Relations Planning|Planned external company press releases.
Aug 2021 - Mar 2023
Taipei, Taiwan
- Business Expansion|Developed partnerships with legally regulated brokers domestically and internationally.
- Market Planning|Focused on planning for the current Taiwan and Asian markets.
- Recruitment and Management|Recruited and managed the Taiwan team.
- Training and Education|Provided industry knowledge and quick insights into the current industry status.
- Proposal Presentations|Prepared suitable proposal presentations when collaborating with brokers.
Sep 2020 - Mar 2021
Taipei, Taiwan
- Business Expansion|Attracted clients through online advertisements, writing articles, and producing content videos.
- Customer Retention|Assisted clients with account opening, trading platform usage, and indicator tools.
- Training and Education|Provided training and supported the development of client organizations.
- Channel Expansion|Collaborated with asset management firms and traders to grow the company's business.
- Proposal Presentations|Prepared differentiated market collaboration proposal presentations when working with professional asset management institutions.
Jun 2018 - Apr 2020
Taipei, Taiwan
- Market Development|Assigned by the company to develop a brand new market from scratch, growing it to over TWD 50M in annual revenue.
- Team Management|Motivated team morale, assisted in setting KPIs, and helped achieve them.
- Sales|Achieved the company's top sales, personally contributing 1/6 of the company's total revenue.
- Product Seminars|Led key company projects, hosted speaking salons, and closed sales on-site.
- Client Coaching|Provided guidance to corporate clients on revitalizing their businesses, offering strategic advice, and improving performance.
Dec 2016 - Jun 2018
Taipei, Taiwan
- Sales|Sold personal banking financial products.
- Project Leadership|Led a special task force for cash capital increases and employee stock purchase programs for listed companies, contributing to over half of the company's total performance for this project.
- Team Collaboration|Worked with the marketing and product design departments on product design, conducted market research, and discussed sales scripts and business development with colleagues.
- Product Presentations|Presented proposals to clients' company CEOs, CFOs, and finance managers, followed by product explanations to the client company's staff.
Aug 2014 - Aug 2015
Taipei, Taiwan
- Event Execution|Collaborated with vendors such as KKBOX, Fumao Records, LINE, primarily for concert press conferences.
- Student Intern Coordination|Managed event logistics and personnel movement.
- Vendor Communication and Coordination|Contracted with lighting and sound effect vendors, and image production vendors, ensuring quality and scheduling.
- Documentation|Compiled reports for each event, organized and reconciled budgets.
Aug 2011 - Aug 2013
Taipei, Taiwan
- Proposal Preparation|Bid for cultural affairs projects and grants from the Ministry of Culture, submit proposals for campus performances and apply for performance venues.
- Administrative Duties|Create presentations, reconcile budgets, and arrange venues.
- Personnel Communication|Schedule actors, negotiate and communicate with vendors, and maintain client relationships.
- Technical Execution|Manage lighting, sound effects, video editing, and production.
- Performance Experience|<公園>孫子、<雙面愛情>浦通
2015 - 2016
Major Vocal
Minor Piano
Over 5 years of experience in the financial industry and around 2 years in the media industry, with about 3 years of experience as a business manager.
- Served as the highest-level branch manager, overseeing a team of about 5 people, and reporting directly to the vice president.
- Worked as a special assistant to the chairman, helping to establish and improve company operating systems.
- Main products sold in the past include:
Retail banking financial products, life insurance financial products, growth courses, marketing and advertising, event planning, domestic and international specialized financial services, fundraising planning.
- Clients served include:
Cold leads (retail clients), life insurance branches, listed companies, micro-businesses, direct sales teams, financial brokerages, system architecture companies, environmental companies, etc.
- Areas where clients were served include:
Singapore, Malaysia, Taiwan, China, India, the Middle East, Australia, etc.
Taiwan
0980907609
[email protected]
Mar 2023 - Present
Taipei, Taiwan
- Business Expansion|Held meetings with regulatory authorities and local businesses, and planned fundraising strategies.
- Market Planning|Assisted in formulating the company's short-, medium-, and long-term plans.
- Recruitment|Recruited core team members.
- Proposal Presentations|Presented project plans to investors and financiers.
- Public Relations Planning|Planned external company press releases.
Aug 2021 - Mar 2023
Taipei, Taiwan
- Business Expansion|Developed partnerships with legally regulated brokers domestically and internationally.
- Market Planning|Focused on planning for the current Taiwan and Asian markets.
- Recruitment and Management|Recruited and managed the Taiwan team.
- Training and Education|Provided industry knowledge and quick insights into the current industry status.
- Proposal Presentations|Prepared suitable proposal presentations when collaborating with brokers.
Sep 2020 - Mar 2021
Taipei, Taiwan
- Business Expansion|Attracted clients through online advertisements, writing articles, and producing content videos.
- Customer Retention|Assisted clients with account opening, trading platform usage, and indicator tools.
- Training and Education|Provided training and supported the development of client organizations.
- Channel Expansion|Collaborated with asset management firms and traders to grow the company's business.
- Proposal Presentations|Prepared differentiated market collaboration proposal presentations when working with professional asset management institutions.
Jun 2018 - Apr 2020
Taipei, Taiwan
- Market Development|Assigned by the company to develop a brand new market from scratch, growing it to over TWD 50M in annual revenue.
- Team Management|Motivated team morale, assisted in setting KPIs, and helped achieve them.
- Sales|Achieved the company's top sales, personally contributing 1/6 of the company's total revenue.
- Product Seminars|Led key company projects, hosted speaking salons, and closed sales on-site.
- Client Coaching|Provided guidance to corporate clients on revitalizing their businesses, offering strategic advice, and improving performance.
Dec 2016 - Jun 2018
Taipei, Taiwan
- Sales|Sold personal banking financial products.
- Project Leadership|Led a special task force for cash capital increases and employee stock purchase programs for listed companies, contributing to over half of the company's total performance for this project.
- Team Collaboration|Worked with the marketing and product design departments on product design, conducted market research, and discussed sales scripts and business development with colleagues.
- Product Presentations|Presented proposals to clients' company CEOs, CFOs, and finance managers, followed by product explanations to the client company's staff.
Aug 2014 - Aug 2015
Taipei, Taiwan
- Event Execution|Collaborated with vendors such as KKBOX, Fumao Records, LINE, primarily for concert press conferences.
- Student Intern Coordination|Managed event logistics and personnel movement.
- Vendor Communication and Coordination|Contracted with lighting and sound effect vendors, and image production vendors, ensuring quality and scheduling.
- Documentation|Compiled reports for each event, organized and reconciled budgets.
Aug 2011 - Aug 2013
Taipei, Taiwan
- Proposal Preparation|Bid for cultural affairs projects and grants from the Ministry of Culture, submit proposals for campus performances and apply for performance venues.
- Administrative Duties|Create presentations, reconcile budgets, and arrange venues.
- Personnel Communication|Schedule actors, negotiate and communicate with vendors, and maintain client relationships.
- Technical Execution|Manage lighting, sound effects, video editing, and production.
- Performance Experience|<公園>孫子、<雙面愛情>浦通
2015 - 2016
Major Vocal
Minor Piano