Marketing professional with over 15 years work experience in Marketing, Event, Communications and Sales Functions among asset management industry. Proven records in developing and executing strategic plans to achieve business goal successfully.
Possesses strong organizational, analytical and attention to detail skills. Drive cross-function strategic projects and ensure effective delivery in accordance with agreed objectives.
Ability to multi-task, meet strict deadlines in a fast-paced creative environment and works well under pressure.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Manager, Business Development Dept
Taishin Securities Investment Trust Co. Ltd
08.2022 - Current
Assist CEO in developing sustainable growth strategy across various functions.
Assist CEO in communicating business development strategy with group executives.
Responsible for preparing internal/ external business communication materials for CEO.
Interact with different departments/subsidiaries to ensure goals setting alignment, project management and business administration.
Assessment on market dynamics and objective conditions with capability of acquiring competitor intelligence and data analysis.
Led ESG project to ensure align with group policy as well as regulators.
VP, Head of Product
Union Securities Investment Trust Co. Ltd
08.2019 - 08.2022
Product Strategy Dept
Coordinate regulatory filings including updated fund documentation with regulators within regulatory deadlines.
Monitor on-going obligations in respect of all registrations, including publication of legal documents in relevant jurisdictions.
Managing regulatory communication to investors required by the product changes.
Lead market intelligence to identify new opportunities to support business growth such as to establish new subsidiary company for PE Fund Business or Sub-Agent Business
Monitoring and analyzing the competitive positioning of the company's products and broad industry/market trends with limit resources
Preparing and updating marketing presentations, write-ups and commentary to support product and platform messaging and facilitate the promotion and sales.
Head of Marketing and Communication Dept.
Oversees marketing (including digital marketing) and PR strategies and efforts to strengthen company's market position and achieve desired business goals.
Developed and maintained corporate branding and visual identity guidelines in line with corporate guideline
Development of centralized content strategy, including defining key brand narratives to align to Parent and family of brands while retaining required differentiation
Responsible for content publishing, support and maintenance of corporate websites
Establish corporate website redesign project, propose and discuss priority with stakeholders to align with business priorities and needs
Vendor management, budgets and project planning.
AVP
Eastspring Securities Investment Trust Co. Ltd
04.2012 - 08.2019
As brand manager of M&G and Vontobel asset management company for planning, managing and oversee delivery of integrated marketing programmes and campaigns, incorporating both offline and online media, across key client segments in Taiwan.
Driving CSR strategy and programs according to business priorities. Held annual Parent-Child financial literacy programmes for 3 years with total 10000+ outreach.
Localized and re-edited contents of Invest in Insights.
Senior stakeholder management and global collaboration in ensuring communications are aligning to brand strategy to ensure maintenance of strong brand portfolio.
Initiate both of general & digital marketing (including social media such as Facebook, YouTube, Line etc.,) strategies for the launching process of onshore and offshore fund and the branding of existing products.
Monitoring all marketing, e-commerce and PR projects to ensure them well implemented and on time.
Assisting on product pitching of Mandate business and tailor-made irregularly requirements from salespeople timely.
AVP
Deutsche Far Eastern Asset Management Ltd
10.2002 - 04.2012
Senior stakeholder management and global collaboration in ensuring communications are aligning to brand strategy to ensure maintenance of strong brand portfolio.
Responsible for ensuring consistency of materials within overall brand guidelines.
Create objectives, KPI's and budget proposals to support plans, including monitoring and reporting against KPI's and budget on regular basis to monitor effectiveness.
Plan, manage and oversee delivery of integrated marketing programmes and campaigns, incorporating both offline and online media, across key client segments.
Responsible for corporate websites, ensuring consistency of messaging and compliance with regulatory requirements.
Leaded agencies where appropriate to execute all communication activities and public relations (marketing materials, advertising, marketing campaigns, etc.)
Education
Bachelor - Statistics And Information Science
Fu Jen Catholic University
Taiwan
06.2004
Skills
Establishing Contacts
Strategic planning
Product development
Brand development
Campaign management
Public and Media Relations
Staff Management
Accomplishments
The first LBU to establish social media platform across the Eastspring Investments group in 2015.
Developed and launched the financial literacy programme in Children for Taiwan “ Deep Cultivation Plan” to facilitate company business in 2016-2018.
Success to get approval letter - as the general partner (GP) of private equity fund (PE Fund) in Sep, 2020.
Built the brand name of Taiwan Equity Research Expert for Union Securities Investment Trust Co. Ltd.
Prepared the application and won the bronze medal at the Taiwan Sustainable Investment Awards 2023 in June, 2023.
Equity Research Analyst Intern at Vietcombank VCBF Securities Investment Fund Management Joint Venture CompanyEquity Research Analyst Intern at Vietcombank VCBF Securities Investment Fund Management Joint Venture Company