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4-6 years
6-10 years
10-15 years
More than 15 years
Avatar of 曾怡銘.
Avatar of 曾怡銘.
營業副課長 @奇哥股份有限公司
2011 ~ 2021
Within one month
裝創新中心 - 作業流程建置暨優化 台文ZMO選物專案 學歷東海大學 財務金融 技能/證照 Word PowerPoint Excel excel 理財規劃人員 信託業務人員 期貨商業務員 期望工作內容 資產投資評估、計畫制定、效益分析、不動產市場調查等土地發展相關專案規劃、評估。 資產
Word
PowerPoint
Excel
Full-time / Interested in working remotely
10-15 years
東海大學
財務金融
Avatar of the user.
Avatar of the user.
高級專員 @國泰世華銀行
2022 ~ Present
承銷輔導人員、金融研究員、財務會計相關等
Within one month
Word
PowerPoint
Excel
Employed
Open to opportunities
Full-time / Interested in working remotely
4-6 years
國立中興大學 (National Chung Hsin University, NCHU)
財務金融
Avatar of the user.
Avatar of the user.
系統分析師 @國泰人壽
2021 ~ Present
襄理
Within one month
JAVA
JavaScript
JSP
Employed
Open to opportunities
Full-time / Interested in working remotely
4-6 years
國立高雄科技大學(原高雄應用科技大學)
金融資訊系
Avatar of the user.
Avatar of the user.
產品管理部專理 @乙盛工業機械有限公司
2017 ~ Present
PM
Within two months
Project Management
Bilingual
powerpoint
Full-time / Interested in working remotely
4-6 years
淡江大學
運輸管理
Avatar of 林玖鴻.
Avatar of 林玖鴻.
業務主任 @錠嵂保險經紀人股份有限公司
2021 ~ Present
國內業務人員
Within one month
名單 2.拜訪客戶,針對企業或個人可能面臨的風險,設計、解說及銷售各種不同類型的保險產品 3.提供客戶各項投資理財規劃諮詢與服務 4.回答顧客對於保單問題以及需求更改 5.幫助客戶在申請理賠時可以更快速 6.提供客戶
Word
Canva
PowerPoint
Employed
Not open to opportunities
Full-time / Interested in working remotely
4-6 years
嘉南藥理科技大學
休閒保健管理系
Avatar of 趙耿賢.
Avatar of 趙耿賢.
外場工讀 @摩曼頓
2010 ~ 2010
Within two months
團隊合作氣氛,對於新鮮事物總是抱有一定好奇心的年輕人。 工作經歷 國泰人壽, 業務主任, Dec 2014 ~ 現在 在大學求學期間考取證照,退伍後即加入國泰大家庭,希望可以藉由保險幫助需要的人,主要業務為:保單整理、理財規劃、整合行銷、服務客戶與銷
word
excel
人身保險業務員證照
Employed
Full-time / Interested in working remotely
4-6 years
真理大學
財政稅務
Avatar of 蕭宇智.
Offline
Avatar of 蕭宇智.
Offline
業務代表 @普鴻資訊股份有限公司
2020 ~ 2020
業務
More than one year
售】每季手機APP、廣告產品簡報提案 【客情情報】搜集匯整證券市場動態及競爭同業狀況 【資源整合】跨部門溝通 【教育訓練】新進人員新產品教育訓練 【產品規劃規劃兩個新功能APP 【養成能力】 目標管理能力。資源整合能力 。客戶開發與客戶維繫。簡報銷售
word
powerpoint
excel
Employed
Full-time / Interested in working remotely
4-6 years
國立高雄第一科技大學
風險管理與保險系
Avatar of 彥閔盧.
理財專員
More than one year
容仍為財務會計為主,考量自身職涯性向及目標,認為自己想要的是創造績效的工作而非內勤行政,故決定變換跑道。 未來規劃 除了公司安排人員培訓外,目前已在訓網頁設計課程,個人深知不斷學習新知,才能維持自身在職場上的競爭力,希望
word
powerpoint
excel
Full-time / Interested in working remotely
4-6 years
銘傳大學
會計、財務
Avatar of 黃千芸.
業務人員
More than one year
有限公司 ,2016 / 1 - 至今 1. 全體理財職系(含理財專員、理財主管)之理財業績、經營顧客成效、各式指標與數據量化管理。 2. 理財專員激勵方案、活動設計與規劃(如:年度外訓激勵專案、TOP理專激勵方案等等)。 3. 大型策略研討會規劃與舉辦。 理財
Full-time / Interested in working remotely
4-6 years
實踐大學
金融/業務人員
Avatar of 林佳穎.
Avatar of 林佳穎.
專案經理 @威進國際資訊股份有限公司
2019 ~ Present
專案管理師
Within one month
人員勞動申訴及溝通管道 , 蒐集處理勞動爭議意見, 並設有勞動權益資訊宣導專區與補助經費查詢功能。 長照機構暨長照人員相關管理資訊系統 配合長照服務法相關規定,整合長照機構與人員資料,導入 機構人員資源管控、機構評鑑、長照人員
Mac OS
Windows
Excel
Employed
Open to opportunities
Full-time / Interested in working remotely
4-6 years
國立臺北科技大學
Java & Android 程式設計人才養成班

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More than one year
業務主任 @ 三竹資訊股份有限公司
普鴻資訊股份有限公司
2020 ~ 2020
台灣新北市
Professional Background
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Job Search Progress
Professions
Sales
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word
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excel
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國立高雄第一科技大學
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風險管理與保險系
Print
Djuobwcicwapqez6vtfz

蕭宇智

先前任職於全台最多人使用的看盤軟體廠商,主要推廣對的產品到客戶APP,讓客戶電子下單營收比重提高。 除了業務外,也有涉略專案管理,看產品從0到1這過程令我非常著迷,透過工作中培養的大量的跨部門溝通能力,期望自己可以成為專業的PM! 

5年IT產業經驗,擅溝通、規劃、邏輯分析、抗壓力強。

個人介紹


彰化人,曾於高雄求學與工作現於台北工作,是個適應力強壯的女子。5年IT產業經驗,擁有高度數字敏感度、跨團隊溝通。 這幾年工作當中除了本身業務能力外,也學會如何培訓新進人員,幫助他們可以縮短摸索期並更快上手工作,例如教導新產品功能、產品銷售技巧與商務簡報製作。除了不斷吸收產業最新消息外,我每年固定會進修新的技能,例如:網頁設計、國際貿易、管理學…等,讓自己可以充實不同領域的知識。興趣是旅行與閱讀,偏好商業管理與財經書籍。為一名正向樂觀主義者,深信朝著對的方向前進,旅途中的收穫與結果將都燦爛!

技能


簡報銷售技巧

提供客戶季度市場趨勢與其相對應產品,此改變成功提升銷售率5成,同時也教導新進同仁新產品簡報。


產品規劃

針對尚未電子交易客戶規劃APP上線,並針對需求進行規劃、時間排程、執行。

工作經歷

2020/5~2020/7 普鴻資訊股份有限公司, 業務代表

【工作內容】

  • 【客戶推廣】金融客戶業務推廣
  • 【目標管理】規劃年度業務銷售計劃
  • 【客情情報】客戶關係經營及管理
【養成能力】 
    目標管理能力。資源整合能力。客戶開發與客戶維繫。

Company@2x

2015/6~2020/4 三竹資訊股份有限公司, 業務主任

業務主任/ 專案管理

【工作內容】

  • 【目標管理】完成每月、每年業績目標 
  • 【簡報銷售】每季手機APP、廣告產品簡報提案  
  • 【客情情報】搜集匯整證券市場動態及競爭同業狀況 
  • 【資源整合】跨部門溝通 
  • 【教育訓練】新進人員新產品教育訓練 
  • 【產品規劃】規劃兩個新功能APP 
【養成能力】 
    目標管理能力。資源整合能力。客戶開發與客戶維繫。簡報銷售

Company@2x

2014/7~2015/6 永豐金證券股份有限公司, 理財專員

【工作內容】 

  •  【目標管理】完成每月、每年業績目標 
  •  【新客展客】開發並維繫客戶
  •  【服務】協助客戶規劃資產管理財富
【養成能力】 
    目標管理能力。充足金融知識。客戶開發與客戶維繫

Company@2x

學歷

2010/09~2014/06 國立高雄第一科技大學,  風險管理與保險系

  • 至國華人壽(現為全球人壽)實習
  • 社團活動中擔任文書組組長

University@2x

2007/09 ~ 2010/06國立彰化高商, 資料處理科

  •    考取多張證照(電腦軟體應用乙級、會計事務丙級等7張)
University@2x

自傳


我叫蕭宇智,來自彰化,做事認真勤奮、喜歡嘗試新事物、閱讀、旅遊和爬山,除了可以認識一些平常在都市無法體會的清淨,也可以讓自己更健康。


【金融業轉往資訊業,跨域轉入,表現亮眼】 第一份工作任職於永豐金證券理財專員,主要工作內容是瞭解市場上相關知識與各項金融商品及特色分析,開發並維繫客戶關係。因為常教導客戶使用電子下單,所以對資訊軟體產生興趣,後來任職於三竹資訊股份有限公司,從證券業轉換至資訊產業是一大挑戰,所以下班時間我一直持續進修,並珍惜公司長官給的每個機會。雖然我是跨領域轉入,但再進公司一年後,我已經可以負責前五大的客戶,在工作中憑藉著專業知識與細心服務,每月貢獻營收至少占部門總營收兩成以上,或與其他資深同事相比,自己貢獻的營收高出10%。


【業務與PM雙職能】 除業務工作外,我也協助專案進度追蹤與時間控管並有規劃過產品經驗,由於我有與客戶打交道的經驗,因此我了解客戶的需求,我可以使該項目更適合他們,並同時保持公司的利潤,以下是我曾經負責的項目:


1.【產品從0到1,需求訪談、規畫產品、控制成本】 規劃尚未電子交易客戶規劃APP上線,透過不斷需求訪談去了解客戶需求與原有流程並想辦法實踐於APP上,過程中我負責規劃產品與控制成本,因為是全新產品線,所以我會先提供產品所有線稿,讓內外部都可以了解所有規劃,並盡量可以產品化為主,讓未來有相同需求都可以更快導入。


 2.【規劃並提案,實際導入line@,讓客戶無縫下單】 因為對於專案管理有興趣,所以主管指派我負責規劃與金融新創公司合作案,將該新創公司的line@導入券商APP下單,過程中遇到產品既有限制與其他專案時程強碰的問題,透過與客戶溝通專案先後順序並與內部溝通如何達到想要的畫面,最後在時間內順利上線。


 3.【資料蒐集並優化】 我也協助三竹內部數據資料收集專案管理,每月會簡報與內部說明APP使用、點擊等資料,讓內部可以針對此資料進行研究並優化APP。此外,有協助其他業務與客戶說明此專案,並成功銷售出去案例。  


四年多的任職期間內,憑藉與當業務的敏感度與專案管理工作,我培養了組織協調各部門工作與產品規劃的能力,透過個人累積經驗與市場敏感度將客戶系統化分類,讓我可以有更深一層了解。此外也有培訓新進人員,幫助他們可以縮短摸索期並更快上手工作,例如教導新產品功能、產品銷售技巧與商務簡報製作。


 除了不斷吸收產業最新消息外,我也不斷在日常中進修,例如follow PM職人蔡伊芳、今周刊雜誌媒體等,與工作中培養的大量的跨部門溝通能力,讓自己成為更專業的PM。 


下一份工作我能運用過往所學知識,以正面積極的態度來要求自己,為公司帶來貢獻。感謝您撥空閱讀我的自傳,希望能有機會與您詳談。



My name is Joan, come from Changhua, I work hard and I love to try something new, reading, traveling and climbing mountains are my leisure activities.


【Financial industry switched to information industry, cross-domain transfer, outstanding performance】 My first job was as a financial special commissioner of SinoPac Securities. The main content of my job is to understand the relevant knowledge in the market and analysis of various financial products and their characteristics, developing and maintain customer relationships.

Because I often taught my customers how to use APP to trade stock in this period, I got interested in IT industry. After that, I worked in Mitake corporation. Is a big challenge for me from the investment security to IT industry. Since I always improve my abilities of sale skills in day off time, my manager gave me the chance to handle the top ten clients of Mitake. A year later, under my professional and attentive service, I could contribute at least 20% revenue of the department and handle the top five clients of our company. 


【Business and PM dual functions】 In addition to sales, I also assist in project progress tracking and time control in product planning. As a result of I have experienced in dealing with clients, so I understand what client needs, I can make the project more suitable for them, and keep the company's profits in the meantime. Here below are the projects that I ever responsible for:


1.【From 0 to 1, Demand Interviews, Product Planning, Cost Control】 In order to make a plan for our client who does not have an online trading function in APP. I through continuous demand interviews to understand client needs, the original process, and find ways to implement it on the APP. During the plan process, I was responsible for the product planning and cost control. Because it is a new product line, I need to provide much draft for both internal and external parties can understand all the plans, I made a plan to be product-oriented, so we could import faster when we have the same needs in the future.


2.【Plan and Propose, Import Line@, Trade seamlessly】 Because I am interested in project management, the supervisor assigned me to be responsible for planning a cooperation project with a financial startup company and importing the startup company’s line@ into the brokerage’s APP. During the process, I had encountered the problem of limitations by old project and time clash with another project. I had to coordinate the project sequence with customers and communicate how to achieve the desired screen with our RD. Eventually, the project could be launched successfully.


3.【Data Collection and Optimization】 I had assisted internal data collection, monthly briefings of APP use, clicks and other information. Our RD could be conducted by the information and the APP could be optimized. In addition, I also assisted another colleague to explain the project to the client and sell products successfully.


During my tenure at Mitake, I have cultivated the ability to organize and coordinate the work of various departments. In order to have a deeper understanding, I systematically classified clients through personal accumulated experience and my personal market sensitivity. Besides, I also responsible for training new colleagues to help them shorten the exploration period and get started faster, such as teaching new product functions, the sales skills and business presentation production. 


Further to absorb the latest industry knowledge constantly, I keep learning in my daily routines, such as following Evonne Tsai who is the expert of PM, reading《Business Today》Magazine, etc. I have cultivated the inter-departmental communication skills for making myself to be a more professional PM.


In my future career, I will strictly ask myself to work with the positive attitude and bring more profits to the company. Thank you for taking the time to read my resume and hope have the opportunity to meet with you.

自我學習


Readings 00 00@2x

HTML 5

學習HTML 5寫法,並製作HTML 5架構網頁。


Readings 00 01@2x

PPT

透過參加外部訓練與外面人員討論簡報技巧,後續應用到工作。

專業證照


乙級電腦軟體應用技術士


丙級會計事務技術士


網頁設計丙級


證券商業務員


蕭宇智Joan

Thanks for your watching.

 Email:[email protected] ・ Mobile:+886-963-358927

Resume
Profile
Djuobwcicwapqez6vtfz

蕭宇智

先前任職於全台最多人使用的看盤軟體廠商,主要推廣對的產品到客戶APP,讓客戶電子下單營收比重提高。 除了業務外,也有涉略專案管理,看產品從0到1這過程令我非常著迷,透過工作中培養的大量的跨部門溝通能力,期望自己可以成為專業的PM! 

5年IT產業經驗,擅溝通、規劃、邏輯分析、抗壓力強。

個人介紹


彰化人,曾於高雄求學與工作現於台北工作,是個適應力強壯的女子。5年IT產業經驗,擁有高度數字敏感度、跨團隊溝通。 這幾年工作當中除了本身業務能力外,也學會如何培訓新進人員,幫助他們可以縮短摸索期並更快上手工作,例如教導新產品功能、產品銷售技巧與商務簡報製作。除了不斷吸收產業最新消息外,我每年固定會進修新的技能,例如:網頁設計、國際貿易、管理學…等,讓自己可以充實不同領域的知識。興趣是旅行與閱讀,偏好商業管理與財經書籍。為一名正向樂觀主義者,深信朝著對的方向前進,旅途中的收穫與結果將都燦爛!

技能


簡報銷售技巧

提供客戶季度市場趨勢與其相對應產品,此改變成功提升銷售率5成,同時也教導新進同仁新產品簡報。


產品規劃

針對尚未電子交易客戶規劃APP上線,並針對需求進行規劃、時間排程、執行。

工作經歷

2020/5~2020/7 普鴻資訊股份有限公司, 業務代表

【工作內容】

  • 【客戶推廣】金融客戶業務推廣
  • 【目標管理】規劃年度業務銷售計劃
  • 【客情情報】客戶關係經營及管理
【養成能力】 
    目標管理能力。資源整合能力。客戶開發與客戶維繫。

Company@2x

2015/6~2020/4 三竹資訊股份有限公司, 業務主任

業務主任/ 專案管理

【工作內容】

  • 【目標管理】完成每月、每年業績目標 
  • 【簡報銷售】每季手機APP、廣告產品簡報提案  
  • 【客情情報】搜集匯整證券市場動態及競爭同業狀況 
  • 【資源整合】跨部門溝通 
  • 【教育訓練】新進人員新產品教育訓練 
  • 【產品規劃】規劃兩個新功能APP 
【養成能力】 
    目標管理能力。資源整合能力。客戶開發與客戶維繫。簡報銷售

Company@2x

2014/7~2015/6 永豐金證券股份有限公司, 理財專員

【工作內容】 

  •  【目標管理】完成每月、每年業績目標 
  •  【新客展客】開發並維繫客戶
  •  【服務】協助客戶規劃資產管理財富
【養成能力】 
    目標管理能力。充足金融知識。客戶開發與客戶維繫

Company@2x

學歷

2010/09~2014/06 國立高雄第一科技大學,  風險管理與保險系

  • 至國華人壽(現為全球人壽)實習
  • 社團活動中擔任文書組組長

University@2x

2007/09 ~ 2010/06國立彰化高商, 資料處理科

  •    考取多張證照(電腦軟體應用乙級、會計事務丙級等7張)
University@2x

自傳


我叫蕭宇智,來自彰化,做事認真勤奮、喜歡嘗試新事物、閱讀、旅遊和爬山,除了可以認識一些平常在都市無法體會的清淨,也可以讓自己更健康。


【金融業轉往資訊業,跨域轉入,表現亮眼】 第一份工作任職於永豐金證券理財專員,主要工作內容是瞭解市場上相關知識與各項金融商品及特色分析,開發並維繫客戶關係。因為常教導客戶使用電子下單,所以對資訊軟體產生興趣,後來任職於三竹資訊股份有限公司,從證券業轉換至資訊產業是一大挑戰,所以下班時間我一直持續進修,並珍惜公司長官給的每個機會。雖然我是跨領域轉入,但再進公司一年後,我已經可以負責前五大的客戶,在工作中憑藉著專業知識與細心服務,每月貢獻營收至少占部門總營收兩成以上,或與其他資深同事相比,自己貢獻的營收高出10%。


【業務與PM雙職能】 除業務工作外,我也協助專案進度追蹤與時間控管並有規劃過產品經驗,由於我有與客戶打交道的經驗,因此我了解客戶的需求,我可以使該項目更適合他們,並同時保持公司的利潤,以下是我曾經負責的項目:


1.【產品從0到1,需求訪談、規畫產品、控制成本】 規劃尚未電子交易客戶規劃APP上線,透過不斷需求訪談去了解客戶需求與原有流程並想辦法實踐於APP上,過程中我負責規劃產品與控制成本,因為是全新產品線,所以我會先提供產品所有線稿,讓內外部都可以了解所有規劃,並盡量可以產品化為主,讓未來有相同需求都可以更快導入。


 2.【規劃並提案,實際導入line@,讓客戶無縫下單】 因為對於專案管理有興趣,所以主管指派我負責規劃與金融新創公司合作案,將該新創公司的line@導入券商APP下單,過程中遇到產品既有限制與其他專案時程強碰的問題,透過與客戶溝通專案先後順序並與內部溝通如何達到想要的畫面,最後在時間內順利上線。


 3.【資料蒐集並優化】 我也協助三竹內部數據資料收集專案管理,每月會簡報與內部說明APP使用、點擊等資料,讓內部可以針對此資料進行研究並優化APP。此外,有協助其他業務與客戶說明此專案,並成功銷售出去案例。  


四年多的任職期間內,憑藉與當業務的敏感度與專案管理工作,我培養了組織協調各部門工作與產品規劃的能力,透過個人累積經驗與市場敏感度將客戶系統化分類,讓我可以有更深一層了解。此外也有培訓新進人員,幫助他們可以縮短摸索期並更快上手工作,例如教導新產品功能、產品銷售技巧與商務簡報製作。


 除了不斷吸收產業最新消息外,我也不斷在日常中進修,例如follow PM職人蔡伊芳、今周刊雜誌媒體等,與工作中培養的大量的跨部門溝通能力,讓自己成為更專業的PM。 


下一份工作我能運用過往所學知識,以正面積極的態度來要求自己,為公司帶來貢獻。感謝您撥空閱讀我的自傳,希望能有機會與您詳談。



My name is Joan, come from Changhua, I work hard and I love to try something new, reading, traveling and climbing mountains are my leisure activities.


【Financial industry switched to information industry, cross-domain transfer, outstanding performance】 My first job was as a financial special commissioner of SinoPac Securities. The main content of my job is to understand the relevant knowledge in the market and analysis of various financial products and their characteristics, developing and maintain customer relationships.

Because I often taught my customers how to use APP to trade stock in this period, I got interested in IT industry. After that, I worked in Mitake corporation. Is a big challenge for me from the investment security to IT industry. Since I always improve my abilities of sale skills in day off time, my manager gave me the chance to handle the top ten clients of Mitake. A year later, under my professional and attentive service, I could contribute at least 20% revenue of the department and handle the top five clients of our company. 


【Business and PM dual functions】 In addition to sales, I also assist in project progress tracking and time control in product planning. As a result of I have experienced in dealing with clients, so I understand what client needs, I can make the project more suitable for them, and keep the company's profits in the meantime. Here below are the projects that I ever responsible for:


1.【From 0 to 1, Demand Interviews, Product Planning, Cost Control】 In order to make a plan for our client who does not have an online trading function in APP. I through continuous demand interviews to understand client needs, the original process, and find ways to implement it on the APP. During the plan process, I was responsible for the product planning and cost control. Because it is a new product line, I need to provide much draft for both internal and external parties can understand all the plans, I made a plan to be product-oriented, so we could import faster when we have the same needs in the future.


2.【Plan and Propose, Import Line@, Trade seamlessly】 Because I am interested in project management, the supervisor assigned me to be responsible for planning a cooperation project with a financial startup company and importing the startup company’s line@ into the brokerage’s APP. During the process, I had encountered the problem of limitations by old project and time clash with another project. I had to coordinate the project sequence with customers and communicate how to achieve the desired screen with our RD. Eventually, the project could be launched successfully.


3.【Data Collection and Optimization】 I had assisted internal data collection, monthly briefings of APP use, clicks and other information. Our RD could be conducted by the information and the APP could be optimized. In addition, I also assisted another colleague to explain the project to the client and sell products successfully.


During my tenure at Mitake, I have cultivated the ability to organize and coordinate the work of various departments. In order to have a deeper understanding, I systematically classified clients through personal accumulated experience and my personal market sensitivity. Besides, I also responsible for training new colleagues to help them shorten the exploration period and get started faster, such as teaching new product functions, the sales skills and business presentation production. 


Further to absorb the latest industry knowledge constantly, I keep learning in my daily routines, such as following Evonne Tsai who is the expert of PM, reading《Business Today》Magazine, etc. I have cultivated the inter-departmental communication skills for making myself to be a more professional PM.


In my future career, I will strictly ask myself to work with the positive attitude and bring more profits to the company. Thank you for taking the time to read my resume and hope have the opportunity to meet with you.

自我學習


Readings 00 00@2x

HTML 5

學習HTML 5寫法,並製作HTML 5架構網頁。


Readings 00 01@2x

PPT

透過參加外部訓練與外面人員討論簡報技巧,後續應用到工作。

專業證照


乙級電腦軟體應用技術士


丙級會計事務技術士


網頁設計丙級


證券商業務員


蕭宇智Joan

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