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Chen Yi Chun
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Chen Yi Chun
√ 畢業於國立臺北商業大學(前身為臺北商專)國際商務系 √ 擁有證券初業高業、信託、投信投顧、期貨等金融證照 √ 在醫顧公司負責財務報表的編制與更新,並規劃提升公司節稅效益 √ 負責旗艦診所的後勤行政管理及設備維護,擁有與第一線行政人員溝通協調並有效解決難題的實務經驗
醫盟醫顧股份有限公司
國立台北商業大學
台灣新北市
Professional Background
Current status
Unemployed
Profession
Community / Social Media
Fields
Banking
Work experience
2-4 years (1-2 years relevant)
Management
None
Skills
證券商業務員
證券商高級業務員
信託業務員證照
投信投顧業務員證照
期貨商業務員證照
金融市場常識與職業道德證照
丙級會計事務技術士
移民從業人員專業培訓
Word
PowerPoint
Excel
FB粉絲專頁管理
Line@行銷工具
GEPT全民英檢(中級)
Languages
English
・
Intermediate
Highest level of education
Bachelor
Job search preferences
Desired job type
Full-time
・
Interested in working remotely
Desired positions
想進入金融業
Desired work locations
Taipei, Taiwan
・
New Taipei, Banqiao District, New Taipei City, Taiwan
Freelance
Non-freelancer
Work Experience
專案特助
醫盟醫顧股份有限公司
Aug 2020
-
Oct 2021
・
1 yr 3 mos
在公司中擔任專案特助,曾參與過許多創投專案,如港澳投資移民、牙醫診所連鎖體系創投案等等,其中在牙醫診所創投案中,我被任命為專案負責人,從牙醫診所的設計監造-設備採購-人力招聘-財稅規劃等流程,我身處客戶與廠商間的溝通橋樑,盡可能達成雙贏的目標。創投初期在資金運用上要更為謹慎,透過採購議價的過程,我成功幫公司節省500萬的投入成本,並趕在半年內完工開幕,比預計開幕時間提前兩個月!
獨立理財顧問
品利金財富管理顧問有限公司(現已改為嘉立富財富顧問有限公司)
Feb 2018
-
Jan 2019
・
1 yr 0 mos
在公司中擔任獨立理財顧問,工作內容包含客戶服務及開發、分析越南股市並提供投資建議及個人專屬理財規劃,在任職期間內達成連續九個月業績目標,並在第二季度榮獲業績排行第二及額外獎金,在新進顧問中保持最穩定且良好的工作狀態!
Education
國立台北商業大學
Bachelor’s Degree
・
國際商務系
2017 - 2019
國立台北商業大學
Associate’s Degree
・
財務金融系
2012 - 2017