Kun Yang Weng

Financial Advisor at Fuh Hwa Securities Investment Trust Co., LTD.
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Contact Information
us****@****om
(386) 825-5501
Location
Taiwan, TW
Languages
  • English Full professional proficiency
  • Spanish Elementary proficiency

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Bio

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Credentials

  • 證券分析師
    中華民國證券暨期貨市場發展基金會
    Oct, 2016
    - Sep, 2024
  • CFA
    CFA Institute
    Sep, 2018
    - Sep, 2024
  • 投信投顧業務員
    -
  • 高級證券業務員
    -

Experience

  • Fuh Hwa Securities Investment Trust Co., LTD.
    • Taiwan
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2017 - Present

      - Ranked No.1 among the 8 junior advisors (1~3years) in the 1H 2018 KPI Campaign.- Provided investment advisory services to over 200 institutional and individual clients.

    • Project Manager
      • Jun 2015 - Jun 2017

      - Engaged in the planning of sales strategy, created sales materials and conducted market analysis for the direct sales department.- Set and monitored KPIs for multiple sales projects including fund-IPO, fund relaunch and account opening.

  • Standard Chartered Bank
    • Singapore
    • Financial Services
    • 100 - 200 Employee
    • Sales Support Officer
      • Mar 2014 - May 2015

      - Conducted customer due diligence in protecting the bank against potential financial crime risk. - Streamlined the SOP for customer due diligence. - Coordinated the front-line business team with the second-line Financial Crime Compliance team to ensure regulatory compliance with US sanctions policy and FATCA. - Conducted customer due diligence in protecting the bank against potential financial crime risk. - Streamlined the SOP for customer due diligence. - Coordinated the front-line business team with the second-line Financial Crime Compliance team to ensure regulatory compliance with US sanctions policy and FATCA.

  • Intel Corporation
    • United States
    • Semiconductor Manufacturing
    • 700 & Above Employee
    • Assistant Business Analyst - Machine-to-Machine Project
      • Feb 2012 - Jan 2013

      - Analysed the potential market for the Vehicle-to-Vehicle communication technology developed by NTU computer science professor. - Planed and advised for the best business model for the market penetration. - Developed and generated ideas for the potential application for the technology. - Analysed the potential market for the Vehicle-to-Vehicle communication technology developed by NTU computer science professor. - Planed and advised for the best business model for the market penetration. - Developed and generated ideas for the potential application for the technology.

Education

  • Universidad de Navarra
    Exchange, Economics
    2013 - 2014
  • National Taiwan University
    Bachelor's Degree, Business Administration and Management, General
    2009 - 2014

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