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鄭伍翔 Sean
資管滋養/金融硬核
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鄭伍翔 Sean
資管滋養/金融硬核
<人如其名,鄭Sean積極> (邏輯、系統、架構)理性的背景 (溝通、整合、創造)感性的歷練 做事以目標為導向,講求效率及方法,喜歡向前輩或成功者學習,不斷精進自我,去蕪存菁,於 2021年於該職級業績達成率294.43%,排名全行第9名。
新光銀行
元智大學 Yuan Ze University
台灣台北市
Professional Background
Current status
Unemployed
Profession
Financial Advisor
・
Sales Specialist
・
Management Control
Fields
Work experience
6-10 years relevant
Management
Skills
Google Drive
Project Management
Microsoft Office
Xmind
Evernote
Communication Skills
Languages
English
・
Intermediate
Chinese
・
Native or Bilingual
Highest level of education
Job search preferences
Desired job type
Full-time
・
Interested in working remotely
Desired positions
儲備幹部/行銷專員/業務專員/顧問合夥人
Desired work locations
Freelance
Work Experience
理專
新光銀行
・
Full-time
Mar 2023
-
Nov 2023
・
9 mos
Taipei City, Taiwan
1.維繫與開發客戶 2.分析/創造顧客需求,給予資產配置/稅務規劃建議 3.完成主管交派目標及任務 4.優化行政作業流程 5.教育訓練員工轉介紹技能 ★主要貢獻: 1.協助分行度過最艱辛的低谷期,分行成績每月呈上升趨勢成長,與去年同期至少成長50%以上 2.養成同仁轉介習慣,並主動優化行政作業流程,增加客戶正面觀感
理專
元大商業銀行
・
Full-time
Oct 2016
-
Feb 2023
・
6 yrs 5 mos
Taipei City, Taiwan
1.維繫與開發客戶 2.分析/創造顧客需求,給予資產配置/稅務規劃建議 3.完成主管交派目標及任務 ★★里程碑: 1. 2021年成績大幅成長: 於該職級達成率294.43%,排名全行第9名 2. 公司重點IPO商品銷量超達成: 於2020、2021、2022年各別銷量皆有2500萬元左右(無轉介銷量),皆排名全行前15名
專案管理
翔網數位有限公司
・
Full-time
May 2015
-
Jul 2016
・
1 yr 3 mos
Zhubei, Zhubei City, Hsinchu County, Taiwan 302
1.與客戶、設計師及工程師溝通協調網站風格、架構、功能等,共同完成專案 2.管理40~50個專案個別進度,縮短專案完成時間,並提高結案率 3.優化公司網站SEO及規劃公司產品(如模組化之形象網頁、電商網頁、一頁式銷售頁等) ★主要貢獻: 1.案件管理系統規劃 2.行銷折扣系統規劃 3.新模組產品功能架構規劃 4.公司SOP撰寫(使流程標準化) 5.一年內協助公司結案10個客製化、40個模組化、5個半模組化、4個頁面或功能增加、1個切版案子,共計60個案子結案
Education
元智大學 Yuan Ze University
Bachelor’s Degree
・
資訊管理學系
2009 - 2013
Activities and societies
元智大學學生會 資訊管理學系系學會 資管系壘球隊
Description
元智大學學生會:擔任總召或組員,有規劃/舉辦活動之實際經驗。曾擔任:元智大學公民週講座總召、飢餓三十活動設計組員、才藝大賽器材副組長、學生會報公關長、香港城市大學來台活動規劃等職務 課餘時間學習記憶學,記憶效率提升,學習新事物的能力變強,能更具架構及系統性,且宏觀性的思考,提升且優化自身決策能力。
國立竹北高級中學
High School Diploma
・
普通班
2006 - 2009
Activities and societies
竹北高中學生會
Description
參加教育部領導人才培育營:初階&中階 於求學時期即種下不斷探索、獨立思考、終身學習的核心價值,及不斷精進自己解決問題的能力
Licenses & Certifications
財產保險業務員
中華民國產物保險商業同業公會(產險公會)
Credential ID: 811764639
Issued Feb 2020
・
No Expiration Date
投資型保險商品業務員
中華民國人壽保險商業同業公會
Credential ID: 1617200326
Issued Nov 2016
・
No Expiration Date
人身保險業務員銷售外幣收付非投資型保險商品
中華民國人壽保險商業同業公會
Credential ID: 105F018233
Issued Nov 2016
・
No Expiration Date
結構型商品銷售人員
財團法人台灣金融研訓院
Credential ID: SP11217046
Issued Sep 2016
・
No Expiration Date
投信投顧相關法規
中華民國證券投資信託暨顧問商業同業公會(投信投顧公會)
Credential ID: 4111319010
Issued Aug 2016
・
No Expiration Date
金融市場常識與職業道德
中華民國人壽保險商業同業公會
Credential ID: 9510216505
Expires Aug 2021
信託業業務人員
中華民國信託商業同業公會
Credential ID: Y110163920120
Issued Jul 2016
・
No Expiration Date
人身保險業務員
中華民國人壽保險商業同業公會
Credential ID: 03652
Issued Aug 2013
・
No Expiration Date