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Louis Lu

Louis Lu

Business Development Representative

Followers of Louis Lu198 followers
location of Louis LuTaipei, Taipei City, Taiwan

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  • Timeline

  • About me

    Institutional Brokerage┃Counter Manager┃Business Development┃Remote Work┃₿itcoiner

  • Education

    • 國立高雄海洋科技大學

      2014 - 2020
      學士學位 水產食品科學系

      Activities and Societies: 全能領袖社 The All-Round Leader Society

  • Experience

    • 元富證券股份有限公司

      Jun 2020 - Sept 2021
      Business Development Representative

      -The performance of monthly Taiwan stock trades has shown steady growth since joining the company.-In May 2021, the monthly Taiwan stock trading revenue reached approximately $13 million.• 進公司開始每月台股交易的業績均增長• 單月台股總業績達4億元

    • 凱基證券 KGI SECURITES

      Sept 2021 - Aug 2024
      Business Support Manager

      - Accumulated 8 financial professional certifications.- Manage a client base of 3,900 individuals.- Sold a total of $230,000 USD in insurance policies.- The cumulative post-sales fund receipts amount to approximately $550,000- Sold structured financial products exceeding $1.5 million.- Clients' average monthly trading volume on the Taiwan Stock Exchange is approximately $20 million.• 累積8種金融專業認證• 管理客戶數達3,900位• 累計銷售保單等值約23萬美元• 累計銷售後收型基金等值約55萬美元• 累計銷售結構型金融商品150萬美元以上• 客戶在台股的每月交易均量約2,000萬美元 Show less

    • 群益金鼎證券股份有限公司

      Aug 2024 - now
      Counter Manager

      - Guided partners to sell $80,000 worth of back-end load funds.- Guided partners to sell $200,000 worth of structured products.- Guided partners to cold call and acquire five clients with assets exceeding $1 million.• 帶夥伴銷售8萬美元後收型基金• 帶夥伴銷售20萬美元結構型商品• 帶夥伴陌開五位資產100萬美元以上的客戶

  • Licenses & Certifications

    • 衍生性金融商品銷售人員資格測驗

      財團法人台灣金融研訓院
      Jul 2024

    • 財富管理業務人員

      中華民國證券商業同業公會
      Sept 2022

    • 期貨商業務員

      中華民國期貨業商業同業公會
      Jul 2022

    • 投資型保險商品概要、金融體系概述

      財團法人保險事業發展中心
      Feb 2021

    • 證券商業務人員

      中華民國證券商業同業公會
      Jun 2020

    • 人身保險業務員

      中華民國人壽保險商業同業公會
      Mar 2017

    • 金融市場常識與職業道德

      中國民國人壽保險商業同業公會
      Mar 2017

    • 信託業務專業證書

      中華民國信託業商業同業公會（Trust Association of Republic of China）
      Nov 2020