1. 研究總經數據、產業報告和企業財務報表來發現新的投資機會，產出相關報告給財富管理部主管，並作為新任理專的內部教育訓練素材或對外行銷簡報內容。 2. 製作結合基金、債券和保險的投資建議書來滿足客戶的子女教育金規劃、退休現金流及特定理財需求。 3. 陪同新進理專拜訪及管理總資產五百萬以下的客戶，主要負責提供市場解讀、金融規劃解說及稅務規劃建議。 4. 主持每日理專晨會，教育新進理專解讀經濟數據變化、篩選經濟新聞重點，以及情境模擬行銷過程。 5. 每週一百五十通的陌生電話開發，透過事先研究客戶背景及溝通技巧來取得行銷機會。 • Discovered current investment opportunities by conducting investment research for regional economic indicators, industry reports, and corporate financial statements. Reported the findings to the head of wealth management departments as the reference for internal training materials and external sales kit for junior investment advisers. • Projected investment portfolios composed of mutual funds, bonds, and insurance plans for clients seeking advice on plans for children's education, retirement cash flow, and personal financing requirement. • Lead the junior investment advisers to visit clients whose assets were below five million NTW dollars. In charge of interpreting the global economy, promoting investment portfolios, and providing tax planning advice. • Organized daily sales team meetings to educate junior investment advisers on promoting investment portfolios and interpreting the economic situation by the latest regional economic indicators, market indexes, and business newspapers. Junior team members increased their sales performance by 5%. • Worked independently to generate leads and initiate cold calls to 130 customers per week. Took the initiative to research and understand customers’ backgrounds and needs through active listening and communication skills.

1. 歐洲市場行銷：於瑞士福爾部門任職，負責歐洲、非洲及中東區的血糖和血壓機行銷業務及在地經銷商聯絡。 2. 產品研究：負責對競品、市場及疾病控制相關文獻進行分析並撰寫報告，每月彙報給瑞士地區CEO作為行銷策略參考。 3. 行銷文案撰寫：負責公司電子報品牌及產品推廣。所產出的產品分析表及醫療知識文章，能獲得每月十至十五封業務詢問信。 4. 社群媒體經營：負責Facebook及LinkedIn品牌及產品推廣貼文。所產出的產品廣告貼文及醫療知識短文，能獲得每月10%的粉絲專頁觸及人數成長。 • Assisted the CEO in Switzerland to obtain leads from Europe and MENA regions by executing the digital marketing strategies for blood glucose meters, blood pressure meters, and the remote telehealth system. • Discovered new opportunities and breaches in the market via medical research papers and competitors' strategies to report the findings to the CEO as the reference of marketing strategies development and the resource for copywriting. • Created content for newsletters and posts consisting of educational health news and product comparisons tables to obtain new leads. The monthly outcome was 10 to 15 emails for the collaboration inquiries. • Maintained and optimized the content on digital platforms of Facebook, LinkIned, and official website to ensure consistency across all platforms and raise brand awareness. The post helped increase the impression by 10% monthly.

1. 教授行銷課程：主講科目為國際市場行銷與開發、國際行銷溝通及網路行銷。總累積112小時教學時數。 2. 自製課堂講義：運用中英行銷理論探討、案例分析及課堂問答，製作70-100頁的教學簡報。班級學生數20-25人，年齡層為18-30歲。 • Taught marketing courses and designed teaching materials. Projected and led the interactive lectures of international marketing in practice, service marketing, and digital marketing with bilingual slides and cases study. Took over the medium class with under 20 students for 100+ teaching hours.

• Designed landing pages for 1000+ products and offerings on the e-commerce platform – Shopee. Proactively conducted market and competitor research, SEO and Google trend research to identify the best keyword for optimising copywriting and online presence. Drove 5% online impression and traffic to the company’s online store. • Proposed and implemented AB testing on the e-commerce platform to drive further digital sales revenue. Self-taught AB testing skills and procedures and conducted testing on landing page’s keyword, button colour usage, graphic design (UX), and description. The best strategy was successfully identified and the conversion rate (CVR) increased by 2%. • Designed and executed interactive marketing communication strategies to strengthen customer retention. Took initiative to draft customer journey mapping to analyse optimized communication methods and messages along the customer lifecycle. Liaised with email and social media marketing team to draft content. Product orders increased by 100% through a successful campaign.