感謝大家
Working Experience工作經歷
Taipei Fubon Bank
台北富邦銀行 June,2005~Now
Title
職務名稱 WM Product Manager
財管部產品經理
工作內容 Leading the SN team, termsheet checking and approving, RMs products training, operation management, variety derivatives development.
負責帶領連動債組、擬定通路行銷方案、連動債文件審閱編製、產品教育訓練、後台作業管理、通路業績檢討、新金融商品業務開發等
UOB Investment Advisor (Taiwan)
新加坡商大華銀證券投顧 Feb,2004~May,2005
Title
職務名稱 Assistant Manager
襄理
Duty
工作內容 Corporate exotic derivatives marketing and bank channels marketing support, responsible for offshore MF、CDO and SN.
負責法人特殊金融商品行銷及銀行通路的後台支援工作,負責商品包括海外基金、CDO、連動債等。
TS Bank
台新商業銀行 July,1998~Jan,2004
Title
職務名稱 Senior Specialist
資深專員
Duty
工作內容 general recipient counter, fixed deposit counter, checking account counter, and branch accounting, financing specialist, consumer finance
曾擔任一般收付、定存經辦、支存經辦、分行會計、理財專員 房貸及中小企業貸款等。
Skills
技能專長
Computer
Skill
電腦技能 PowerPoint、Excel、Word
認證資格 1.人身保險業務員:the Life Insurance Specialist
2.證券商業務員:the Securities Specialist
2.證券商高級業務員:the Senior Securities Specialist
3.投信投顧業務員:the Securities Investment Trust and Consulting Professionals
4.信託業業務人員:Trust Operations Personnel
5.信託管理人員:Trust Management Personnel
6.期貨商業務員:the Futures Specialist
7.銀行內部控制人員:Basic Proficiency Test on Bank Internal Controls
8.理財規劃人員:Financial Planning Personnel
9.投資型保單:Investment-oriented Insurance Certification
10.產物保險業務員roperty and casualty insurance agent
11.TOEIC:620