Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

林郁涵 Vanessa

Marketing And Client Experience
Taipei

Summary

Competent, Knowledgeable dedicated and experienced customers service and marketing professional with extensive experience driven to exceed goals and build great relationships with salespeople. Facilitate positive experience through high-quality products’ knowledge and prompt resolution of complaints and issues.

Excellent communication with over 10 years of client service experience addressing frontline requests and concerns to provide relevant information and options.

Overview

15
15
years of professional experience
1
1
year of post-secondary education
4
4
Certifications

Work History

Deputy Manager

O-Bank
Taipei
02.2022 - Current

Treasury Department/Product Manager

  • Delivery Daily IR/FX market reports to frontline
  • WM products' campaign
  • Supporting and planning VIP/Institutional client seminars enhancing bank brand name (coworker with external fund house and other counterparties)
  • Keeping track of competitive products and identify business opportunities.
  • Enable constructive cross-business and cross-department teamwork.
  • Following internal/external policies and good ability communicate with control-integrated framework.

Senior Associate

Concord Security
Taipei
10.2021 - 02.2022

WM Department/Head of Product Manager

· Establish and enhance sub-brokerage trading system.

· Responsible for the creative development process including transactions process, communications and EDMs

· Implement and follow market policies, govt frameworks, practices, and regulation.

· Guiding and develop team members such as IT, traders, and frontline sales.

Associate

PGIM
Taipei
02.2019 - 09.2021

Marketing Department/ PR

· Work proactively with key journalists/reporters to strengthen company brand.

· Manage broad range of media(traditional and digital) and arrange PM interviews.

· Supporting and Holding Seminar for new funds launching or cooperate with KOL

· Ensure all activities strong propositions to target clients.

· Collaborate with stakeholders across insight marketing (US Headquarter)

· Global market article translations and EDMs

Associate

DBS Bank
Taipei
01.2015 - 02.2019

WM Department/ UT&ETF&FB Product Manager

· Cooperate with fund house and other product counterparty such as onshore and offshore sub-brokers.

· Follow up regional policy and guidelines and core funds recommendations and tracking performance.

· Implement and follow govt policies, frameworks, regulations to above products.

Specialist

Sinopac/Concord Security
Taipei
01.2009 - 12.2015

Offshore funds agent/Research

· Market reports and news release

· Competitive products research and ad-hoc work

· Introducing popular funds such as Russell Multi-assets, Julie bare luxury funds/ pan euro funds. etc.,

Education

Master of Science - Financial Risk Management

University of Reading
UK
09.2007 - 06.2008

Skills

    Interpersonal Skills

Marketing and Client Services

Excellent Analytical and Organizational Skills

Effective Communication Skills

Multitasking Skills

Problem Solving and ad-hoc resolution

Certification

金融常識與道德(FSE)

Timeline

Deputy Manager

O-Bank
02.2022 - Current

Senior Associate

Concord Security
10.2021 - 02.2022

Associate

PGIM
02.2019 - 09.2021

Associate

DBS Bank
01.2015 - 02.2019

Specialist

Sinopac/Concord Security
01.2009 - 12.2015

Master of Science - Financial Risk Management

University of Reading
09.2007 - 06.2008
林郁涵 VanessaMarketing And Client Experience