Experience
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Fixed Income Sales, Financial Markets at Yuanta Financial Holdings Co.
Sep 2022 - Apr 2025 · 2 yrs 8 mos
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Client Service Analyst, Corporate & Investment Bank at JPMorganChase
Jun 2021 - Sep 2022 · 1 yr 4 mos
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Sales Assistant, Institutional Business at Amundi
Aug 2020 - Dec 2020 · 5 mos
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Management Associate, Bank & Institution Channel Sales at Nan Shan Life Insurance Co., Ltd
Jul 2019 - Jul 2020 · 1 yr 1 mo
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Intern, Investment Products Team at DBS Bank
Jan 2019 - Mar 2019 · 3 mos
-Monitoring bond, ETF, and Equity product condition(eg.rating change) and communicating with frontline RMs
-Maintaining customer order conditions with Investrade, Bloomberg, and the CRM system for the US and Asia markets
-Helping with ad hoc tasks with the Due Diligence dept., doing daily UAT tests and dealing with complaint cases, etc