Experience

Taishin International Bank

• Taiwan
• Banking
• 400 - 500 Employee

• Head of Sales and Product

  • Apr 2019 - Present

  •Lead Financial Market Sales and Structured Product Team of 4 members •Cover Corporate and Financial Institution Clients in Greater China •Build up new product platform including FICC and Equity for offshore market •Provide FX/ Fixed Income/ Equity linked structured products for internal sales channel including private banking and wealth management •Lead Financial Market Sales and Structured Product Team of 4 members •Cover Corporate and Financial Institution Clients in Greater China •Build up new product platform including FICC and Equity for offshore market •Provide FX/ Fixed Income/ Equity linked structured products for internal sales channel including private banking and wealth management



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Director

  • Jul 2018 - Apr 2019

  Director, China Corporate Sales, Financial Market •Developing Local Corporate across Chinese Local Corporate, Commodity Traders Agribusiness and Taiwanese Clients. •Initiate, build and maintain strong relationships with corporate clients •Coverage: East China including Shanghai, Jiangsu, Zhejiang •Marketing FX, Interest rate, and Base metal/ Precious metal flow products / structured ideas for asset and liability side Director, China Corporate Sales, Financial Market •Developing Local Corporate across Chinese Local Corporate, Commodity Traders Agribusiness and Taiwanese Clients. •Initiate, build and maintain strong relationships with corporate clients •Coverage: East China including Shanghai, Jiangsu, Zhejiang •Marketing FX, Interest rate, and Base metal/ Precious metal flow products / structured ideas for asset and liability side



ANZ

• Australia
• Banking
• 700 & Above Employee

• Director

  • Sep 2017 - Jul 2018

  Corporate Sales, Global Markets •Developed and built strong client’s relationship in SOE/ Large local Corporate and Taiwanese clients within ANZ’s platform. •Coverage: East China including Shanghai, Jiangsu, Zhejiang •Marketing FX and Interest rate flow products / structured / financing ideas / Onshore offshore solutions for asset and liability side Corporate Sales, Global Markets •Developed and built strong client’s relationship in SOE/ Large local Corporate and Taiwanese clients within ANZ’s platform. •Coverage: East China including Shanghai, Jiangsu, Zhejiang •Marketing FX and Interest rate flow products / structured / financing ideas / Onshore offshore solutions for asset and liability side



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Associate Director

  • Jul 2015 - Aug 2017

  CMB Corporate Sales, Global Markets • Developed and built strong client’s relationship in SOE/ Large local Corporate and MME clients within HSBC’s platform. •Built up base metal trading platform for HSBC China •Coverage: North China including Shandong, Shaanxi, •Marketing FX, Interest rate, and Base metal/ Precious metal and flow products / structured and financing ideas for asset and liability side for Large and SME local corporation CMB Corporate Sales, Global Markets • Developed and built strong client’s relationship in SOE/ Large local Corporate and MME clients within HSBC’s platform. •Built up base metal trading platform for HSBC China •Coverage: North China including Shandong, Shaanxi, •Marketing FX, Interest rate, and Base metal/ Precious metal and flow products / structured and financing ideas for asset and liability side for Large and SME local corporation



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Associate Director

  • Nov 2010 - Jun 2015

  2010Nov - 2014Jun Sales, Local Corporate, Financial Market •Developed Local Corporate across Chinese Local Corporate, Global Corporate and Foreign Investment Enterprise. •Initiated, built and maintained strong relationships with corporate clients •Coverage: East China including Shanghai, Jiangsu, Zhejiang, Henan, Hubei, Yunan •Marketing FX, Interest rate, and Base metal/ Precious metal flow products / structured ideas for asset and liability side Jun2014 - Jun2015 Sales, Commodity Traders Agribusiness, Financial Market •Developed and built strong client’s relationship in Commodity Traders Agribusiness, mainly in SOE and Large local Corporate within SCB’s platform. •Coverage: East and North China including Shanghai, Jiangsu, Zhejiang, Beijing, Shandong, Hebei, Shanxi, •Marketing FX, Interest rate, and Base metal/ Precious metal and Agriculture flow products / structured and financing ideas for asset and liability side Show less



Societe Generale

• France
• Banking
• 700 & Above Employee

• Product Manager

  • May 2009 - Nov 2010

  •Lead an investment structured product team of 4 members. •Instituted business projects and established platforms to promote structured deposit, dual currency investment, QDII and trust products for retail channel in Beijing, Shanghai, Guangzhou, Tianjing and Wuhan •Applied for CBRC’s license and official endorsement for CNY and foreign currency structured deposit and QDII products •Trained relationship managers and clients of structured investment products with regular seminars •Lead an investment structured product team of 4 members. •Instituted business projects and established platforms to promote structured deposit, dual currency investment, QDII and trust products for retail channel in Beijing, Shanghai, Guangzhou, Tianjing and Wuhan •Applied for CBRC’s license and official endorsement for CNY and foreign currency structured deposit and QDII products •Trained relationship managers and clients of structured investment products with regular seminars



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• FX Sales

  • Apr 2008 - Apr 2009

  •Member of ICG Sales team covering financial institutions •Built business flow models for FX products and structured ideas for both asset and liability side •Initiated, built and maintained strong relationships with financial institution clients including lifers, banks and security houses. •Member of ICG Sales team covering financial institutions •Built business flow models for FX products and structured ideas for both asset and liability side •Initiated, built and maintained strong relationships with financial institution clients including lifers, banks and security houses.



Taiwan Academy of Banking and Finance

• Taipei City, Taiwan

• Sales Consultant

  • Jan 2008 - Apr 2009

  •Lectured in FX and structured products for local banks’ wealth management department bi-weekly •Advised on structured product training program and proficiency test •Lectured in FX and structured products for local banks’ wealth management department bi-weekly •Advised on structured product training program and proficiency test



Taishin International Bank

• Taiwan
• Banking
• 400 - 500 Employee

• Product Team Manager

  • Jun 2003 - Apr 2008

  May 2005 – Mar 2008: Treasury & Financial Markets Structured Product Marketing •Member of Treasury structuring team covering corporate banking and financial institutions •Covered FX, Interest rate, Equity, Commodity and Credit flow products and structured ideas for asset and liability side •Responsible for restructure ideas for corporate banking liability hedging •Responsible for Project Finance for corporate banking Jun 2003 – Apr 2005: Financial Division Treasury Marketing Unit •Member of Treasury Marketing team covering retail banking •Instituted business projects and established platforms to promote structured notes and structured products related to FX, interest rates, equity, commodity and credit •Collected and analyzed market trends, advised and structured deals to cover retail clients’ financial positions •Covered channel sales for 25 branches Show less