Regional Manager

• Dec 2017 - Present

Regional Manager

• Dec 2017 - Jul 2019

Business Development of Asia MarketFintech development, Smartetf

Member Of The Supervisory Board and Chair of Membership Committee

• Jul 2019 - Present

共同發起人

• May 2017 - Present

Co-Founder of 中華金融科技產業發展促進會(Fintech 產促會) Community Manager of Fintech 產促會 Co-Founder of 中華金融科技產業發展促進會(Fintech 產促會) Community Manager of Fintech 產促會

Head of SMARTETF(智拓)

• Jan 2017 - Dec 2017

Led pilot agile team to develop new service. Came up with the exclusive ROBO idea ,won support from the US broker and reduced variable costs by more than 80%.Served as project owner by coordinating,including planning and implementing content across all workflows while ensuringthe business,security,risk and compliance requirement were met. Facilitated development process by adopting design thinking and user tests through paper prototype and digitalmethods(Sketch & Flinto ) Organized services by incorporating 8 professionals from different departments(legal , compliance, business development,asset management) to achieve mutual benefits and solved conflicts with existing traditional business. Targeted at mutual fund holders and provided a best solution for them to grow assets.Expect to launch the ROBO service in June 2018 Show less

Squad Leader

• Jun 2016 - Dec 2016

initiate Fintech club and gathered more than 10% company overall staff to join the club by hosting broadly internal and external training opportunities from different Fintech Companies.Companies:TW: Fugle, Statementdog財報狗,Hi HedgeSingapore: Smartly, BamboIreland: Newsconsole AI company.Self-motivated to Singapore twice and learned the development of ROBO and attended Fintech Award in Singapore.Joined internal start-up program and received over 30 hours training , Line@,Agile,design thinking and led a 6 man team to pitch the whole ROBO idea. Guided team crew to challenge the status quo and inspired them to attend digital lessons, such as Growth hacking by Xdite, UI/UX by Alphacamp,Google analytics by AWOO SEO,etc.Directed and successfully won the internal start-up project to develop ROBO adviser platform by illustrating the exclusive idea, target audience, business model and content marketing strategy. Show less

Senior Investment Manager

• Jun 2012 - Dec 2016

Profitedup to USD 4 millions(Personal and AI teamwork ) from 2013-2015.Increased huge profits by designing pilot Fundamental + AI investing within Taiwan stock market and expanded AI investing to US,Japan and China market. Consolidated a 6 month work project into a 1 month by coordinating between front , back office and external partners(i.e adding Cathay securities as execution brokers in China and US stock market in 2016) .Served as finance engineer and developed innovative idea to solve analytical problem,such as creating Financial Result and Guidance Radar (財報雷達)to monitor over 100 US securities easily.Adopted Business Intelligence software(Tableau) to create a new way to study overseas securities efficiently and further applied to replace existing trader performance system. Show less

Lecturer

• Jan 2008 - Dec 2008

accumulated to have taught over 1,000 bankers across big 4 banks and local state-owned banks Involved in the teaching of personal finance and investment. Provided mentoring,advice and support to students on a personal level accumulated to have taught over 1,000 bankers across big 4 banks and local state-owned banks Involved in the teaching of personal finance and investment. Provided mentoring,advice and support to students on a personal level

Wealth Management

• 2004 - 2006

Enhanced relationship with clients and called on prospect to expand customer base. Communicated with clients to better understanding their return preference and risk tolerance to provide them with suitable asset allocation suggestions. Monitored market trends including HK securities, US Treasuries,high yield corporate bonds, structured notes,collaterized debt obligation,mutual and hedge funds and kept up with new investment trend. Enhanced relationship with clients and called on prospect to expand customer base. Communicated with clients to better understanding their return preference and risk tolerance to provide them with suitable asset allocation suggestions. Monitored market trends including HK securities, US Treasuries,high yield corporate bonds, structured notes,collaterized debt obligation,mutual and hedge funds and kept up with new investment trend.