Vice President, Account Manager; Head of Client Service APAC

• Sep 2017 - Present

I'm wearing a multi-role as a product sales, an account manager and the client service head for APAC region ex Japan. The main functions I'm performing are: Team management: oversee the account management and the client service APAC team Account engagement: manage accounts in Taiwan, China, HK and Korea Sales: promote and sell equity/fixed income index, analytic tools and data Consulting: bond evaluation, portfolio management, what-if trade analysis and risk control I'm wearing a multi-role as a product sales, an account manager and the client service head for APAC region ex Japan. The main functions I'm performing are: Team management: oversee the account management and the client service APAC team Account engagement: manage accounts in Taiwan, China, HK and Korea Sales: promote and sell equity/fixed income index, analytic tools and data Consulting: bond evaluation, portfolio management, what-if trade analysis and risk control

Vice President

• Sep 2016 - Sep 2017

Assistant Vice President

• Sep 2013 - Aug 2016

• Coach a team of six on structuring and analyzing portfolio of fixed income securities, including structure note, interest rate derivative, currency option, credit default swap, corporate security and mortgage• Create customized indexes which generate >$1M revenue; provide insight on benchmark selection• Facilitate product enhancement through assessing global investment performance standard and redefining underlying assets for portfolios• Coordinate business operation, product design strategy and workstreams between Asia and US offices Show less

Associate

• Aug 2009 - Aug 2013

• Managed HK and Taiwan accounts; successfully increased the account usage on Yield Book by 15% annually; achieved over 95% customer retention rate in 2012 and 2013• Led Citi Yield Book and Global Transaction Service team to design a new platform for fixed income performance tracking which generated ~$1M revenue in 2013• Taught institutional investors in Taiwan and HK through 10+ 50-people workshops on topics about scenario analysis, return attribution, portfolio optimization and tracking error• Set up and grew the Asia team in Taipei to 12 members to cover expending APAC business Show less

Senior Analyst

• Apr 2007 - Jul 2009

Trader, Security Investment Division (200809-200908) • Traded fixed income securities including Taiwan treasury, CMO, structure note, CP/RP and mutual funds for general and unit-link accounts • Formulated and implemented FX hedge strategy which enabled ING Taiwan to outperform all other competitors on investment return in 2008 and 2009 • Successfully managed internal pension fund to beat the target return • Selected by global talent management team to participate in 3-year ING International graduate Program. • Received ING Insurance AsiaPacific 2008 LEO Award (only given to top 3% employees) Senior Analyst (200703-200809) • Developed and implemented asset allocation strategy which added enterprise valuation value by €190M through reducing economic capital usage • Managed the investment risk of €12B portfolio through evaluating risk metrics, return attribution and tracking error • Established Performance Evaluation Team in HK by planning job transition from ING Sydney • Consulted management team on investment thesis of mandate and evaluated the performance of fund managers to ensure achieving client’s best interests Show less