Cheng-Chen Tai
Tainan
Summary
Dynamic financial professional with extensive experience as a Stock Broker at Fubon Securities Co., Ltd. Proven track record in client relationship building and portfolio management, successfully implementing tax-efficient strategies. Adept at educating clients on investment options, enhancing their financial literacy and satisfaction. Creative thinker with strong presentation skills.
During my tenure as a Financial Consultant at Yuanta Bank, I developed a solid foundation in financial products and was able to tailor and present fund solutions based on clients’ needs. In 2024, I achieved over 500% of my annual performance target and was awarded Rookie of the Year in recognition of my outstanding sales performance.
Overview
6
6
years of professional experience
Work History
Stock Broker
Fubon Securities Co., Ltd.
07.2025 - Current
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Monitored economic indicators and global events, staying informed on factors affecting market conditions.
- Assisted in the development of marketing materials, attracting new clients and expanding business opportunities.
- Implemented tax-efficient strategies for clients, optimizing their overall financial situation.
Financial Consultant
Yuanta Commercial Bank Co., Ltd.
09.2023 - 06.2025
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
Stock Broker
Capital Securities Corporation
01.2020 - 11.2023
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Monitored economic indicators and global events, staying informed on factors affecting market conditions.
- Assisted in the development of marketing materials, attracting new clients and expanding business opportunities.
- Implemented tax-efficient strategies for clients, optimizing their overall financial situation.
Education
BBA - Fianance & Accounting
11.2019
Skills
Financial product sales
Powerpoint presentations
Portfolio management
Risk assessment and management
Client relationship building
Creative thinking
Timeline
Stock Broker - Fubon Securities Co., Ltd.
07.2025 - Current
Financial Consultant - Yuanta Commercial Bank Co., Ltd.
09.2023 - 06.2025
Stock Broker - Capital Securities Corporation
01.2020 - 11.2023
Massey University - BBA, Fianance & Accounting