Catherine Chen
Sales
Hsinchu,HSQ
Summary
Dynamic sales professional excelling in client engagement and project management. Enhanced client satisfaction through tailored solutions and effective time management, while successfully coordinating complex logistics.
Seasoned Sales experience with exceptional success in business-to-business and business-to-consumer sales within multiple industries. Proven track record in exceeding sales goals, growing business and expanding territories. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.
Overview
6
6
years of professional experience
1
1
Certificate
1
1
Language
Work History
Sales Representative
Kinko Optical
2025.09 - Current
- Managed complex equipment relocation projects, coordinating logistics, vendors, facilities, and internal engineering teams to ensure smooth execution.
- Served as the primary point of contact for international client visits, organizing technical site visits, schedules, and executive-level hosting.
- Assisted in project management and reporting, consolidating meeting outcomes, tracking deliverables, and preparing project updates for leadership review.
Wealth Management Consultant
Yuanta Bank
2024.07 - 2025.06
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
- Built strong relationships with high-net-worth clients through consistent communication and tailored advice.
- Increased client retention rates through regular reviews of their financial goals and progress toward achieving those objectives.
- Implemented tax-efficient strategies in client portfolios, mitigating the impact of taxes on investment returns.
- Assisted clients in navigating complex financial situations such as retirement planning, estate planning, and business succession planning.
Insurance Agent
KGI Life Insurance Co., Ltd.
2019.11 - 2024.06
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
Education
BBA - Marine Tourism Management
National Taiwan Ocean University
Keelung, Taiwan2019-06
Skills
Service excellence
Client engagement skills
Effective time management
Client relations
Crisis & Issue Managemen
Certification
TOIEC 950
Timeline
Sales Representative
Kinko Optical
2025.09 - Current
TOIEC 950
2025-04
Wealth Management Consultant
Yuanta Bank
2024.07 - 2025.06
Insurance Agent
KGI Life Insurance Co., Ltd.
2019.11 - 2024.06
BBA - Marine Tourism Management
National Taiwan Ocean University
Languages
English
Professional Working