Dennis Chen
Taipei
Summary
Professional with strong leadership skills and proven track record in management. Expertise in strategic planning, financial analysis, and risk management. Effective team collaborator with focus on achieving results and adapting to changing needs. Known for reliability, integrity, and exceptional problem-solving abilities.
Overview
14
14
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Senior Assistant Vice President
Invesco
Taipei, Taipei City
08.2024 - Current
- Identified current macro trends and promoted offshore products for quarterly campaigns
- Delivered exceptional customer service by addressing client needs promptly and professionally, leading to increased loyalty and retention rates.
- Managed and serviced existing clients for fixed maturity plan products
- Developed strategic plans to increase product awareness and enhance customer service experience
- Aligned with senior manager's annual goals and exceeded expectations
- Implemented data-driven decision-making processes, leading to better strategic planning and resource allocation.
Vice President
Pictet
Taipei, Taipei City
09.2019 - 08.2024
- Delivered expert investment solutions to clients and developed innovative thematic product concepts
- Identified and implemented quarterly campaign activities to promote funds, resulting in sales team surpassing annual sales targets
- Conducted in-depth analysis of market trends and recommended new strategies to capitalize on opportunities
- Planned and executed regular client seminars, providing exceptional client services and fostering strong client relationships
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Increased company growth through collaboration with sales and marketing departments.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
Assistant Vice President
BlackRock
Taipei City, Taipei City
10.2016 - 09.2019
- Collaborated with portfolio managers, retail sales, and marketing teams to ensure accuracy and completeness of client requests
- Developed sales materials such as product presentations and reports on market and industry trends
- Prepared responses to client due diligence questionnaires pertaining to monthly and quarterly campaigns
- Exceeded sales targets by delivering comprehensive product and sales analysis, framing channel activity, product positioning, competitive information, and industry trends to clients.
Sales Manager
Nomura
Taipei City, Taipei City
07.2015 - 09.2016
- Cultivated and nurtured relationships with key accounts, actively pursuing new business opportunities for discretionary ILP mandates
- Strategically managed and expanded distributor relationships, identifying avenues for increased market penetration
- Collaborated with the in-house product development team to generate innovative ideas for new ILP mandates
- Analyzed and developed a successful quarterly focus fund campaign, resulting in increased fund sizes
- Exceeded quarterly sales goals and surpassed supervisor's expectations through strategic planning and execution
Sales Assistant Manager
Prudential Financial Inc
Taipei City, Taipei City
08.2013 - 06.2015
- Conducted regular meetings with clients' headquarters and branch offices to promote and discuss investment projects
- Successfully met monthly sales goals and increased fund size overall
- Delivered investment seminars and presentations to introduce new funds and investment opportunities on a regular basis
- Shared investment and market trend information with clients
- Prepared for the launch of new funds and executed contract alterations in a timely manner
Financial Consultant
Citibank
Taipei City, Taipei City
06.2011 - 10.2012
- Conducted thorough reviews of clients' financial statements, providing expert advice on potential investment opportunities
- Cultivated strong relationships with existing clients and consistently expanded client base to enhance overall client pool
- Assessed clients' financial situations and provided comprehensive planning and arrangement solutions
- Analyzed and evaluated client financial status, guiding clients towards achieving their investment objectives
Education
Bachelor of Science - Economics
University Of Southern California
Los Angeles 08.2005 - 08.2008
Skills
Business planning
Strategic planning
Excellent communication
Self motivation
Personal Information
- Date of Birth: 1983/8/15
- Nationality: Taiwan
Timeline
Senior Assistant Vice President
Invesco
08.2024 - Current
Vice President
Pictet
09.2019 - 08.2024
Assistant Vice President
BlackRock
10.2016 - 09.2019
Sales Manager
Nomura
07.2015 - 09.2016
Sales Assistant Manager
Prudential Financial Inc
08.2013 - 06.2015
Financial Consultant
Citibank
06.2011 - 10.2012
Bachelor of Science - Economics
University Of Southern California
08.2005 - 08.2008