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陳億仁 (Alan Chen)

陳億仁 (Alan Chen)

7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)
在社群軟體分享投資看法，輔導數十人完成投資配置

  Kaohsiung City, Taiwan

工作經歷

星展台灣商業銀行 , 理財專員 (2018/1 -至今)

˙開發潛在顧客 : 名單內專業投資人從0到10個

˙業績目標達成 : 單一基金銷售量破億，單月達成率280%

˙團隊合作 : 多次輔助同事完成投資解說下單


玉山金控 , 玉山銀行櫃員(2017/1-2017/9)

˙新人訓練 : 展鈔及計算機速度與精準度考試中獲得滿分

˙櫃員期間 : 辦理銀行高資產顧客的櫃檯窗口(完成單件400萬保險業務轉介)

學歷

東海大學 - 經濟系  ( 2011 - 2015 )

˙在學期間 : 參與排球校隊一年，系上排球隊四年 (並於大二時擔任隊長一職)

˙理財啟蒙 : 探詢職涯方向加上利率環境低迷房價高漲，閱讀了富爸爸這本書開始接觸投資

證照

˙證券商高級業務員證照

˙衍生性金融商品銷售人員證照

˙信託業務人員證照

˙投資型商品保險業務員證照

˙外幣收付之非投資型人身保險業務員證照

˙投資型保險商品業務員證照

˙銀行內部控制與內部稽核證照


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