Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic

FANG-TZU CHANG

Toronto,CA, Canada

Summary

Enthusiastic financial services professional with exceptional knowledge in wealth management, estate planning, and investment, combined with a detail-focused data analyst experienced in data warehousing and business needs analysis. Proven ability to translate customer requirements into actionable project plans, complemented by experience in project management and directing teams to ensure efficient quality standards. Dedicated to continuous process improvement, I excel in identifying and solving problems while mentoring and empowering teams to enhance performance and achieve operational excellence.

Overview

9
9
years of professional experience

Work History

Financial Advisor / Manager

Fubon Financial Holding Co., Ltd.
12.2017 - 12.2023
  • Used Excel and Tableau to conduct in-depth financial reports and analysis of market conditions to support team members in achieving over 80% of quarterly quotas by implementing diverse strategies
  • Applied Agile project management principles to streamline development processes, enhancing flexibility and adaptability to change, while delivering continuous training that boosted staff proficiency in product knowledge, receiving 90% positive feedback from stakeholders and participants.
  • Addressed and resolved clients' problems passionately while prioritizing their needs to ensure accurate product delivery.


Digital Marketing / Marketing Specialist

AMZ E-commerce
12.2016 - 12.2017
  • Monitored Google Analytics and executed online events and communications campaigns, increasing web traffic by 25% and conversion rates by 3%
  • Coordinated and promoted brand-related events, resulting in enhanced brand visibility and a 10% increase in monthly visitors
  • Led cross-functional teams to develop and implement marketing strategies, achieving an 85% customer satisfaction rate.

Securities Broker / Securities Specialist

KGI Securities Co., Ltd.
01.2016 - 12.2016
  • Accomplished helping clients achieve financial goals by preparing tailored investment strategies, resulting in a portfolio return exceeding the market benchmark by 10% over a year
  • Developed trading strategies by reviewing investment information and monitoring market conditions
  • Minimized investment risks by conducting a risk analysis of securities before making recommendations, and investment lifecycle management, resulting in a 10% reduction in client portfolio volatility over one year.

Hospitality Specialist

Kingsmill Resort
06.2015 - 09.2015

Education

Post-Graduated Certificate - Marketing Research and Analytics

Centennial College
Toronto, ON
01.2024

Bachelor - Finance

Chihlee University of Technology
01.2015

Skills

  • CRM Experience
  • MS Office: Word, Outlook, Excel, PowerPoint / Google sheet
  • Tableau
  • Google Analytics
  • SQL
  • Agile Methodology
  • Database Management
  • Project Management
  • Client Relations
  • Strong Analytical and Problem Solving

Languages

Mandarin
Fluently (First Language)
English
Fluently

Timeline

Financial Advisor / Manager

Fubon Financial Holding Co., Ltd.
12.2017 - 12.2023

Digital Marketing / Marketing Specialist

AMZ E-commerce
12.2016 - 12.2017

Securities Broker / Securities Specialist

KGI Securities Co., Ltd.
01.2016 - 12.2016

Hospitality Specialist

Kingsmill Resort
06.2015 - 09.2015

Post-Graduated Certificate - Marketing Research and Analytics

Centennial College

Bachelor - Finance

Chihlee University of Technology

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