Yu-Kai (Kyle) Chen
Specialist
Taichung,TXG
Summary
Kyle Chen is a resourceful International Business graduate with highly skilled in international business operations, trade regulations, and business negotiation. Currently working in the financial industry. Specialize in asset allocation, fund and securities investment, and macroeconomic analysis. Ardently passionate about investments, world politics and economy, Kyle brings a rich tapestry of skills. In addition to his expertise in world trades and finance, he is proficient in digital marketing, and business development.
Overview
2
2
years of professional experience
Work History
Specialist
Taipei Fubon Commercial Bank Co., Ltd.
02.2024 - 06.2025
- Financial Market Analysis & Product Marketing: Excelled in promoting various financial products including mortgage, credit loans, credit cards, funds, and insurance. Successfully disbursed two mortgage loans and one credit loan, issued 25 credit cards, and referred multiple insurance and fund products, contributing to a 10% increase in the branch's monthly performance.
- Anti-Money Laundering (AML) & Customer Due Diligence (CDD): Served as a CDD officer, contacting and conducting due diligence on medium-to-low and high-risk dormant accounts. Possessed in-depth understanding of high-risk clients' nature, business, and transaction activities. Specialized in banking compliance and AML regulations.
- Customer Relationship Management (CRM): Demonstrated enthusiasm and patience in client service, achieving a high score of 90 in headquarters' service evaluations and receiving commendations from clients via customer service calls.
- Detail-oriented: Maintained a monthly average operational error rate below 5% and successfully intercepted fraudulent remittances totaling $1.5 million, earning three commendations from the Police Department of Taichung City Government.
Assistant Specialist
Bank SinoPac Co., Ltd.
04.2023 - 10.2023
- Business Development: Experienced in new client acquisition, including successfully assisting in account openings for high-net-worth individuals.
- Document Management & Report Generation: Processed client feedback and compiled it into comprehensive reports.
- Asset Allocation Planning & Tax Management: Successfully helped clients save on various taxes through tailored financial product planning.
Education
Bachelor of Science - Department of International Business
Tunghai University
Taichung, Taiwan 04.2001 -
Skills
KYC (Know Your Customer)
AML (Anti-Money Laundering)
Policies & Procedures
Problem solving & Analytics skills
Financial Market Analysis & Product Marketing
CRM (Customer Relationship Management)
Business development
Additional Information
- IT Skills: Google Analytics 4, Google Ads, Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Certificates: Trust professional license, Certificate of Securities Specialist
- Languages: English (Fluent), Mandarin (Native), Japanese (Begginer)
Timeline
Specialist
Taipei Fubon Commercial Bank Co., Ltd.
02.2024 - 06.2025
Assistant Specialist
Bank SinoPac Co., Ltd.
04.2023 - 10.2023
Bachelor of Science - Department of International Business
Tunghai University
04.2001 -