I am a person with a strong execution ability, innovative ability, and continuous improvement of my professional level.
I am currently accruing work experience to receive my RM designation. Also, I am learning Python in Finance. I believe that my professional and execution ability can make contributions to your company.
七月 2015 - 七月 2021
I am responsible for a number of banking products and service projects, including product demand development, process designing and management, and handling product due diligence before those product launch.
四月 2011 - 九月 2015
I was responsible for the personal accounts and corporate accounts opening, handling customer due diligence. At the same time, I was responsible for the daily account financial processing, such as securities trading.
七月 2010 - 四月 2011
Promote personal banking products and service to designed customers.
十月 2009 - 六月 2010
Promote different insurance plans to customers.
2007 - 2020
2018 - 2019
2010 - 2012
2010
Build up the referral system within BOC
理財通(北上)
Online Chat e form and report system
Effectiveness Competitor Analysis Business Strategies Customer Service Consumer Banking Management Word Excel PowerPoint Communications
English — 專業 Chinese — 母語或雙語
I am a person with a strong execution ability, innovative ability, and continuous improvement of my professional level.
I am currently accruing work experience to receive my RM designation. Also, I am learning Python in Finance. I believe that my professional and execution ability can make contributions to your company.
七月 2015 - 七月 2021
I am responsible for a number of banking products and service projects, including product demand development, process designing and management, and handling product due diligence before those product launch.
四月 2011 - 九月 2015
I was responsible for the personal accounts and corporate accounts opening, handling customer due diligence. At the same time, I was responsible for the daily account financial processing, such as securities trading.
七月 2010 - 四月 2011
Promote personal banking products and service to designed customers.
十月 2009 - 六月 2010
Promote different insurance plans to customers.
2007 - 2020
2018 - 2019
2010 - 2012
2010
Build up the referral system within BOC
理財通(北上)
Online Chat e form and report system
Effectiveness Competitor Analysis Business Strategies Customer Service Consumer Banking Management Word Excel PowerPoint Communications
English — 專業 Chinese — 母語或雙語