陳億仁 (Alan Chen)

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陳億仁 (Alan Chen)

副理

Profile

Posts

7Connections

副理

10年投資理財經驗 (台股/權證/選擇權/期貨/美股/ETF/基金/直債/市政債/衍生性金融商品) 從直接面對顧客到輔導並協助一線同仁不論銷售及管理教育訓練皆能以他人為中心思考

富邦證券

東海大學

台灣高雄市

Professional Background

Current status
Employed
・
Not open to opportunities
Profession
Sales Manager
Fields
Banking
・
Investment Management
Work experience
6-10 years (6-10 years relevant)
Management
I've had experience in managing 5-10 people
Skills
信託業務人員證照
人身保險業務員資格證
外幣收付之非投資型人身保險資格證照
投資型商品保險業務員證照
衍生性金融商品銷售人員
金融市場常識與職業道德證照
銀行內部控制與內部稽核證照
證券高級業務員證照
Languages
Chinese
・
Native or Bilingual
Highest level of education
Bachelor

Job search preferences

Desired job type
Full-time
・
Interested in working remotely
Desired positions
理財分析/行銷企劃
Desired work locations
Taipei City, Taiwan
・
New Taipei City, Taiwan
・
Taichung City, Taiwan
・
Kaohsiung City, Taiwan
Freelance
Non-freelancer

Work Experience

財富管理顧問主管 (副理)

富邦證券

・

Full-time

Jan 2023 - Present

Kaohsiung City, Taiwan

1. 目前管理9人，協助團隊完成目標 2. 協助團隊成員提高工作效率及能力 3. 高資產顧客的陪訪及客說會的舉辦 4. 統整轄下資源，將目標及問題以最有效率的方法完成

財富管理顧問

富邦證券

・

Full-time

May 2021 - Present

Kaohsiung City, Taiwan

1.完成總公司設立之目標，研擬金融產品銷售策略並執行 2.對同仁產品教育訓練並提升業務人員專業能力，並提供產品訊息及銷售技巧 3.根據各個專員需求，陪訪高資產顧客，完成營業同仁想達成之目標及滿足客戶需求 4.分析市場現況，並傳達總公司訊息，協助於營業單位推動公司每月活動專案，並運用CRM系統分析，篩選客群，整合資源協助營業單位達成目標 5.協助分公司經理人策劃管理政策並協助執行