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Definition of Reputation Credits
Yi-Ting Yang
Business Analyst
Taipei City, Taiwan
Skills
Tech Stack
Java VBA C++
Project Tools
Asana Trello PowerPoint Confluence Jira
專案
2022 Fintech Exhibition
1. Design the user experience process to enhance the knowledge and experience of the products for the exhibitors.
2. Promote smart banking function and guide customers to understand the features and advantages of the products.
3. Increase the number of social subscriptions and interact with customers through social platforms to increase brand awareness and customer conversion rate.
2021 Online Fintech Exhibition
1. Planning to adopt a standard of experience to enhance user participation and interactivity.
2. Increase brand exposure and account opening, promote the company's financial products and services through the exhibition platform, and increase customer conversion rates.
3. Increase user understanding, through interactive games and online seminars, and other activities to provide an in-depth understanding of the company's products and promote customer interaction and trust in the company.
Through our efforts and teamwork, the project has achieved good results with a 14% growth in the number of customers.
Intelligent Finance Website
1. Revision of the product page to enlarge and strengthen the product information and features.
2. Enhance product features, so that users can better understand the advantages and characteristics of the products.
3. Product portfolio planning, combining products to provide a more complete product line to meet the diversified needs of users.
4. Personalized product recommendation, based on the user's investment preference and risk tolerance, to improve the user's experience and satisfaction.
Wealth Management Website
We have added real-time quotes for U.S. stocks and online trading for overseas bonds, which not only improve the experience of using the Wealth Management Trust platform but also provide users with richer information and increase their trust in the platform.
During the project, our team optimized the Custodian Trust platform and achieved significant results in terms of trading volume, which increased by 15% compared to the same period last year. This was the result of our team's joint efforts during the project, and we were able to successfully meet the needs of our users and create more business value for the company.
Work Experience
Business Analyst • DBS Bank
Fed 2023- Mar 2023
1. Worked with developers to design requirements for Wealth Management System and analyze user impact.
2. Supported SIT Tester with question clarification and provided Business with detailed requirement discussions, progress updates, and UAT/LV support for new enhancements.
Digital Finance Platform Planning Specialist • MasterLink Securities
Aug 2021 - Jan 2023
1. Pay attention to the development trend of digital finance and the trend of the industry, and integrate user needs.
2. Digital trading platform function planning and process design to optimize the user experience.
3. Project management, schedule control, and cross-departmental communication and coordination.
Investment Research Specialist • Sunny Bank
Mar 2021 - Aug 2021
1. Familiar with wealth management-related products, highly interested in funds, insurance, bonds, and investment markets, and understanding the financial management-related business industry.
2. Execute activities related to wealth management business and investment research reports.
3. Sign off and count financial management-related projects, education, and training activities and planning.
4. Administrative affairs processing, need to be proficient in Office word processing.
Financial Specialist • Entie Commercial Bank
Jan 2019 - Nov 2020
1. VIP customer development and maintenance.
2. Create maximum value for customers through personal financial consulting and financial product marketing services.
Financial Specialist • TAISHIN INTERNATIONAL BANK
Aug 2018 - Dec 2019
1. Develop potential customers and maintain our VIP customers over the phone
2. Provide customer asset allocation and investment and wealth management services
Education History
National University of Liege
Executive Master of Business Administration (Master's degree)
2022 - 2023
National Chin Yi University of Technology
Electronic Engineering (Bachelor's degree)
2010 - 2014
Certification
Oracle Certified Professional Java Programmer (OCPJP)
Oracle
Mar 2015
Yi-Ting Yang
Business Analyst
Taipei City, Taiwan
Skills
Tech Stack
Java VBA C++
Project Tools
Asana Trello PowerPoint Confluence Jira
專案
2022 Fintech Exhibition
1. Design the user experience process to enhance the knowledge and experience of the products for the exhibitors.
2. Promote smart banking function and guide customers to understand the features and advantages of the products.
3. Increase the number of social subscriptions and interact with customers through social platforms to increase brand awareness and customer conversion rate.
2021 Online Fintech Exhibition
1. Planning to adopt a standard of experience to enhance user participation and interactivity.
2. Increase brand exposure and account opening, promote the company's financial products and services through the exhibition platform, and increase customer conversion rates.
3. Increase user understanding, through interactive games and online seminars, and other activities to provide an in-depth understanding of the company's products and promote customer interaction and trust in the company.
Through our efforts and teamwork, the project has achieved good results with a 14% growth in the number of customers.
Intelligent Finance Website
1. Revision of the product page to enlarge and strengthen the product information and features.
2. Enhance product features, so that users can better understand the advantages and characteristics of the products.
3. Product portfolio planning, combining products to provide a more complete product line to meet the diversified needs of users.
4. Personalized product recommendation, based on the user's investment preference and risk tolerance, to improve the user's experience and satisfaction.
Wealth Management Website
We have added real-time quotes for U.S. stocks and online trading for overseas bonds, which not only improve the experience of using the Wealth Management Trust platform but also provide users with richer information and increase their trust in the platform.
During the project, our team optimized the Custodian Trust platform and achieved significant results in terms of trading volume, which increased by 15% compared to the same period last year. This was the result of our team's joint efforts during the project, and we were able to successfully meet the needs of our users and create more business value for the company.
Work Experience
Business Analyst • DBS Bank
Fed 2023- Mar 2023
1. Worked with developers to design requirements for Wealth Management System and analyze user impact.
2. Supported SIT Tester with question clarification and provided Business with detailed requirement discussions, progress updates, and UAT/LV support for new enhancements.
Digital Finance Platform Planning Specialist • MasterLink Securities
Aug 2021 - Jan 2023
1. Pay attention to the development trend of digital finance and the trend of the industry, and integrate user needs.
2. Digital trading platform function planning and process design to optimize the user experience.
3. Project management, schedule control, and cross-departmental communication and coordination.
Investment Research Specialist • Sunny Bank
Mar 2021 - Aug 2021
1. Familiar with wealth management-related products, highly interested in funds, insurance, bonds, and investment markets, and understanding the financial management-related business industry.
2. Execute activities related to wealth management business and investment research reports.
3. Sign off and count financial management-related projects, education, and training activities and planning.
4. Administrative affairs processing, need to be proficient in Office word processing.
Financial Specialist • Entie Commercial Bank
Jan 2019 - Nov 2020
1. VIP customer development and maintenance.
2. Create maximum value for customers through personal financial consulting and financial product marketing services.
Financial Specialist • TAISHIN INTERNATIONAL BANK
Aug 2018 - Dec 2019
1. Develop potential customers and maintain our VIP customers over the phone
2. Provide customer asset allocation and investment and wealth management services
Education History
National University of Liege
Executive Master of Business Administration (Master's degree)
2022 - 2023
National Chin Yi University of Technology
Electronic Engineering (Bachelor's degree)
2010 - 2014
Certification
Oracle Certified Professional Java Programmer (OCPJP)
Oracle
Mar 2015