Patrick Chou

Experience

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  新光金控

  Jul 2015 - Jun 2016

  Wealth Management Consultant

  Developed and managed client’s investment portfolio and/or retirement plan via in-depth analysis on insurance, bonds, stocks, other investment products and client’s risk tolerance.Increased 15% sales performance in 5 month via personalizing investment product recommendations based on clients financial status changes, analyzing new financial products and ROI forecast.Achieved first place on selling travel insurance products in the wealth management branch.Increased 50% credit card sales in 3 months via cross-selling when conducting client on-site visitsConducted and presented in-depth analyses to all staff on market trends, developed sales pitch that facilitated client conversations, driving up sales tactics. Show less

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  MingKuan Machinery

  Jan 2017 - May 2018

  Executive Assistant Manager

  Developed and executed the CEO's overarching business plans to align with the company's operational strategy, priorities, and vision.Maintained customer relationships via conducting client visits with product and/or project updates to drive up customer retention and satisfaction.Managed monthly revenue service line reports & coordinated external & internal depts’ operations to align on goals & priorities.

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  Allianz Life

  Apr 2019 - May 2022

  Project Manager, digital product

  Key Achievement:Increased 44% user adoption for Allianz insurance app via strategizing and leading the implementation of UX optimization stream.Leading the launch of mobile responsive Allianz insurance site, ensuring UX is optimized and product is launched timely. Experiences & Responsibilities:Coach & onboard Allianz outreach teams by developing an onboarding guide and provide access and trainings for all tech tools.Increase operational efficiency and de-risk data errors by developing and executing data automation projects.Optimized UX&UI for 4 digital products via conducting ethno research, identifying pain point solutions, and managing the implementation of optimization projects.Conduct QA testings for all digital products to ensure successful product launches.Manage debug sessions across business, design, product and engineering to ensure all bugs are solved. Show less

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  HP

  Aug 2022 - now

  Program Manager, Advanced Compute & Solutions Personal System Business Group

  Key Achievement:Leading the automation of document footnote linking in product specifications, saving manual operation for two teams about 36 hours.Optimizing the Product Requirement List system to enhance data integration speed can save approximately 108 to 120 hours annually.Experiences & Responsibilities:Manage and lead a global program involving multiple functions and project teams, overseeing the Product Requirement List and supporting the setup of 20+ commercial notebooks and desktops during the NPI phase.Collected technical specification of new product and populated Modular Acquisition Template to generate product collaterals including QuickSpecs, Datasheets and web product pages.Coordinated SKU requests of configuration matrix from system team and validated configuration rules for MV build and testing purpose for Notebook platform. Show less