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Taipei City, Taiwan
Dynamic financial professional with a comprehensive background in managing bond portfolios for VIP customers, structuring overseas business operations, creating international trust structures, and implementing effective tax prevention and mitigation strategies. Proven ability to open and manage private bank and Offshore Banking Unit (OBU) accounts. Currently excelling as a Management Associate of Corporate Banking at Cathay United Bank.
February 2019 - July 2023
September 2016 - July 2023
2014 - 2018
Issued June 2012 · No Expiration Date
Taipei City, Taiwan
Dynamic financial professional with a comprehensive background in managing bond portfolios for VIP customers, structuring overseas business operations, creating international trust structures, and implementing effective tax prevention and mitigation strategies. Proven ability to open and manage private bank and Offshore Banking Unit (OBU) accounts. Currently excelling as a Management Associate of Corporate Banking at Cathay United Bank.
February 2019 - July 2023
September 2016 - July 2023
2014 - 2018
Issued June 2012 · No Expiration Date