Word
YuWei Chuang
Financial Agent
Taipei
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Financial Advisor
Taishin Internationl Bank
Tainan
09.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Marketing Coordinator
Homeholic Business Incubator Co., Ltd.
Taipei, Taiwan
09.2019 - 06.2022
- Coordinated with creative team to generate dynamic marketing content and communication tools for promotional campaigns.
- Created innovative strategies to drive customer engagement.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Devised marketing plans using digital strategies, print advertising, and word of mouth tactics.
- Developed and implemented successful marketing strategies to increase brand visibility and sales performance.
Life Insurance Sales Representative
Nan Shan Life Insurance Company, Ltd.
Kaohsiung
06.2016 - 08.2019
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Education
BBA - International Business
National Cheng-Chi University
Taipei 09.2010 - 06.2016
Skills
Trend analysis expertise
undefinedSoftware
Excel
PowerPoint
Outlook
Timeline
Financial Advisor
Taishin Internationl Bank
09.2022 - Current
Marketing Coordinator
Homeholic Business Incubator Co., Ltd.
09.2019 - 06.2022
Life Insurance Sales Representative
Nan Shan Life Insurance Company, Ltd.
06.2016 - 08.2019
BBA - International Business
National Cheng-Chi University
09.2010 - 06.2016
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