Associate Vice President

• Aug 2022 - Present

Project Manager

• Dec 2020 - Mar 2023

Led a cross-entity team to conduct UX reviews of digital products of subsidiary companies, including Shin Kong Life Insurance, Shin Kong Bank, Masterlink Securities, and Shin Kong Investment Trust. Led the project to redesign the company's official website and create a design system with guidelines for the company and subsidiaries to follow. Led a cross-entity team to conduct UX reviews of digital products of subsidiary companies, including Shin Kong Life Insurance, Shin Kong Bank, Masterlink Securities, and Shin Kong Investment Trust. Led the project to redesign the company's official website and create a design system with guidelines for the company and subsidiaries to follow.

SVP Product and Project Management/Head of UI/UX, Digital and Technology Division

• Jul 2018 - Aug 2019

Led the portfolio management activities to develop websites, phone apps, and peripheral platforms that provide financial transactions and related services.

VP Project Management, Information Technology

• Jul 2017 - Jul 2018

Compiled a 5-year digital-transformation plan to provide customer-centric products and services and achieve better financial results through enhancing IT infrastructure, leveraging AI and machine learning, and utilizing open API structure.

VP Strategic Development, Chief of Staff to the CEO

• Mar 2016 - Jun 2017

Launched the first SFC approved thematic stock and ETF investing Robo-Advisory platform.Designed and developed the company's website to re-brand the company and expand service level, increasing the number of visits by 300%.Led the online account opening project which aims to acquire overseas businesses and boost customer experience. This also greatly reduced processing time and operational errors.

Consultant, Global Business Services

• Sep 2015 - Dec 2015

Executed business analysis for a Taiwanese bank to develop a system that integrates foreign exchange transactions and workflows on one platform. Executed business analysis for a Taiwanese bank to develop a system that integrates foreign exchange transactions and workflows on one platform.

Summer Intern, DSM Sinochem Pharmaceuticals

• Jun 2014 - Sep 2014

Prepared 5-year BI plan presentation to executive committee and composed global BI strategy document by conducting interviews with 80 colleagues located in 7 countries. Facilitated the process of user feedback regarding ERP system and intranet. Analyzed costs and benefits and identified critical issues to improve cost efficiency and service level. Prepared 5-year BI plan presentation to executive committee and composed global BI strategy document by conducting interviews with 80 colleagues located in 7 countries. Facilitated the process of user feedback regarding ERP system and intranet. Analyzed costs and benefits and identified critical issues to improve cost efficiency and service level.

Assistant Vice President, Financial Market

• Jul 2010 - Jul 2013

Spearheaded in implementing Murex system to handle high transaction volume; launched the system in 1.5 years rather than the customary 5 years. Defined and devised workflows and procedures for 4 subsidiaries to ensure more accurate and efficient practices. The new workflow saved labor costs compared to previous manual practices. Led the design of the automation of accounting entry posting of FX, IR, and Equity transactions. Developed training for 10 departments to equip colleagues with the knowledge, practical skills, and motivation to perform their day-to-day operations. Show less

Officer,Core Banking Project Team, Finance

• Mar 2010 - Jul 2010

Led a reporting team belonging to a local Taiwanese bank acquired by DBS by implementing a new, cross-functional general system (Core Banking) scheme. Spearheaded design and verification of auto-generation of reports via Core Banking system from integrated platform of 3 transaction-based systems; reduced financial report preparation time from 7 days to 3 days. Led a reporting team belonging to a local Taiwanese bank acquired by DBS by implementing a new, cross-functional general system (Core Banking) scheme. Spearheaded design and verification of auto-generation of reports via Core Banking system from integrated platform of 3 transaction-based systems; reduced financial report preparation time from 7 days to 3 days.

Senior Specialist, Accounting

• Jan 2008 - Jun 2009

Coordinated traders, risk management, operations and accounting staff, and engineers to launch FX, IR, and Equity products on Murex system. The project led to a labor cost reduction of 20% within supporting units. Coordinated traders, risk management, operations and accounting staff, and engineers to launch FX, IR, and Equity products on Murex system. The project led to a labor cost reduction of 20% within supporting units.

Bank Executive, Finance

• Sep 2005 - Dec 2007

Led overall preparation of more than 200 external regulatory reports and internal management reports with presentations to support senior management in monthly P&L evaluation. Prepared FX Position Daily Report by consolidating FX transactions from Murex system, retail banking, and corporate banking system and reconciled the report with general ledger account movements and balances. Planned $10m budget for fiscal year 2008 with DBS Singapore. Prepared financial reports and processed payments for staff reimbursement and operating expenses. Show less