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丁宏偉
Senior Consultant
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丁宏偉

Senior Consultant
I have six years of insurance sales experience since i was studying in university.And four years experience of being an assistant consultant for High Net Worth Individual.
Cathay United Bank
Logo of the organization.
國立中正大學(National Chung Cheng University)
Taoyuan, Taiwan

Professional Background

  • Current status
  • Profession
    Insurance Agent
    Other
  • Fields
    Venture Capital & Private Equity
    Investment Banking
    FinTech / InsurTech
  • Work experience
    4-6 years (4-6 years relevant)
  • Management
    I've had experience in managing 1-5 people
  • Skills
    Word
    Excel
    PowerPoint
    VBA-Excel
  • Languages
    English
    Fluent
    Spanish
    Intermediate
    Korean
    Beginner
  • Highest level of education
    Bachelor

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
  • Desired work locations
  • Freelance
    Full-time freelancer

Work Experience

Management Associate of Corporate Banking

Cathay United Bank
Full-time
Jul 2023 - Present
Taipei City, Taiwan
.Lead and manage relationships with corporate clients, ensuring the delivery of tailored financial solutions. .Analyze financial data, assess risk, and provide strategic advice to enhance client portfolios. .Collaborate with cross-functional teams to develop and implement comprehensive banking strategies.

Senior Consultant

Feb 2019 - Present
Hong Kong
Manage the bond portfolio for VIP customer Structure the oversea business Create oversea trust structure Prevent and mitigate tax Opening private bank and OBU accounts

Sales Executive

Sep 2016 - Present
Evaluate and transfer risk for individual or enterprise Proactive service, satisfy customer's needs Prudential attitude with responsibility Highly self-discipline on work Handle dispute/issues from customers Extend social skills to face different people

Education

Logo of the organization.
Bachelor of Business Administration (BBA)
Finance and Banking
2014 - 2018

Licenses & Certifications

TOEIC Speaking and Writing (180/199)

ETS
Credential ID: 468716
Issued Jun 2022
No Expiration Date

TOEIC Listening and Reading 940

ETS
Credential ID: 22172820
Issued Jun 2022
No Expiration Date

DELE A1

Spanish Ministry of Education
Issued Jun 2012
No Expiration Date