Lee-Yu Fan

Marketing Coordinator at Taishin Financial Holdings
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Contact Information
us****@****om
(386) 825-5501
Location
Taipei, Taipei City, Taiwan, TW
Languages
  • Chinese Native or bilingual proficiency
  • English Full professional proficiency
  • French Elementary proficiency

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Bio

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Credentials

  • Qualification Exam for Securities Investment Trust and Consulting Regulations (including professional ethics rules)
    Securities and Futures Institute
    Aug, 2023
    - Oct, 2024
  • Basic Test on Financial Markets and Professional Ethics
    Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院
    May, 2023
    - Oct, 2024
  • Proficiency Test for Trust Operations Personnel
    Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院
    May, 2023
    - Oct, 2024

Experience

  • Taishin Financial Holdings
    • Financial Services
    • 300 - 400 Employee
    • Marketing Coordinator
      • Jul 2023 - Present

      • Launched ETF 00936 台新臺灣永續高息中小型ETF, Taishin Flexible Income Fund 台新靈活入息債券基金 • Involved in product marketing, product relaunching, social media marketing, rebranding, EC maintenance, social media managing, etc. • Launched ETF 00936 台新臺灣永續高息中小型ETF, Taishin Flexible Income Fund 台新靈活入息債券基金 • Involved in product marketing, product relaunching, social media marketing, rebranding, EC maintenance, social media managing, etc.

  • BNP Paribas Cardif
    • France
    • Insurance
    • 700 & Above Employee
    • Corporate Development Intern
      • Nov 2020 - Jan 2021

      • Researched on digital penetration and strategics for banks in Taiwan • Researched on (Value Proposition Canvas) case studies: Uber passenger, Cardif CPI (Creditor Protection Insurance) • Analyzed and translated sale analytics research paper • Collected data and made analysis on the target audience for company, partners, and competitors • Updated DMP (daily/monthly monitor plan) • Signed a collaborate contract with Appier (an AI startup in Taiwan) • Participated in marketing townhall • Organized team meeting and department banquet Show less

  • Manulife Investment Management
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Product Development Intern
      • Jul 2020 - Aug 2020

      • Researched on Taiwan mutual fund industry • Monitored competitor activities and collected information of competitor new products • Provided market intelligence report on regular basis • Supported of fund prospectus update (collected market data of global key investment markets, fund performance review, etc) • Designated topic of new product research: FinTech, ESG, etc • Consolidated PPT that presented in the Manulife Asia Product Committee • Created memorandum on the topic of Manulife Global Technology, Manulife U.S. Quality and Growth • Translated legal documents and contracts for the Legal department • Attended Morgan Stanley Online Summer Courses Show less

  • 台北萬豪酒店 Taipei Marriott Hotel
    • Taiwan
    • Recreational Facilities
    • 1 - 100 Employee
    • Parttime Intern
      • Jul 2018 - Aug 2018

      • Communicated with customers • Settled the bill at the counter • Assisted in dealing with customer complaints • Communicated with customers • Settled the bill at the counter • Assisted in dealing with customer complaints

  • Harvard Model Congress
    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Delegate of European Union Committee
      • Jan 2017 - Jan 2017

Education

  • Boston University
    Bachelor of Business Administration - BBA, Business/Managerial Economics
    2019 - 2022
  • Boston University London Program
    General Liberal Arts and Sciences
    2019 - 2019
  • Taipei Wego Private Senior High School
    2016 - 2018

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