Jeffrey Wang

Jeffrey Wang

Cultural Meeting Intern of Global Internship Program

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location of Jeffrey WangTaipei City, Taipei City, Taiwan

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  • Timeline

  • About me

    Senior Manager at Yuanta Funds

  • Education

    • The Chinese University of Hong Kong

      2014 - 2015
      Master of Arts (MA) Intercultural Studies GPA: 3.725/4, Dean's List

      Dean's List Student

    • 國立政治大學

      2024 - 2025
      Master of Laws - LLM Program for Executives
    • National Taiwan University

      2013 - 2014
      Master of Science (MS) Geography GPA: 4.15/4.3

      Activities and Societies: ● Academic Exchanges between NTU and SNU in 2013 (the result was published) Publication● 王策緯、林士榮、萬宗綸(2014)亡國的邊境:檳榔敘事的政治生態學分析。2014中華民國環境教育學術暨實務交流國際訮討會,在國立海洋生物博物館主辦,屏東縣,11月15至16日。(Wang, C.W., Lin, S. J., & Wan, T. L. (2014, November).The frontier of the environmental killer: A political ecology approach to the betel narratives. In Towards our common future: Environmental education and interdisciplinary links. Symposium conducted at the meeting of Chinese Society for Environmental Education, Pingtung, Taiwan.)(in Mandarin Chinese)

    • National Taiwan University

      2010 - 2013
      Bachelor of Science (BS) Geography Grade Average: 83.6 out of 100

      Activities and Societies: I joined AIESEC Global Internship Program in Russia in early 2012, and organized workshops with partners from over ten countries. I introduced Taiwan to them from the aspects of cultural landscape and consumer culture. I undertook my bachelor thesis, “Tasting Pineapple Cakes: Revealing the Secret of Creating a Specialty of Taiwan”, which I analyzed the process of making Taiwanese local product among changes in cross-Taiwan Strait relations. I indicated a crisis caused by specialty industries crossing border to China.

  • Experience

    • AIESEC

      Jan 2012 - Feb 2012
      Cultural Meeting Intern of Global Internship Program

      • Organized workshops with partners from over ten countries for 100+ Russian students

    • GeogDaily

      Jul 2013 - Jun 2015
      Co-founder/ Associate Editor

      • The first popular science educational media of Geography in Taiwan, which has already been the most influential one for junior and senior high school students • Good performance on fan group adhesion and community interaction (the average engagement rate is 8% in 2017 Q3)• Discussed popular issues with geographical perspectives and held cross-industry alliance with the press and new media• Strategic planning, editor, website management

    • National Taiwan University

      Sept 2013 - Jun 2014

      • TA for Introduction to (Human) Geography and Cultural Geography at Department of Geography, National Taiwan University• Designed slides, conference poster and handbook cover• led course discussions and planned the field trips • Attended research meetings• Collected data and analyzed with qualitative and quantitative method

      • Teacher Assistant

        Jan 2014 - Jun 2014
      • Research Assistant

        Sept 2013 - Jun 2014
    • Taiwan Visitors Association Hong Kong Office

      Dec 2014 - Apr 2015
      Intern

      • Customer consultant• Understood their needs and provided customized solution

    • New Taipei City Government

      Sept 2015 - Jul 2016
      Alternative Civilian Service

      • Social campaign planning and content creation, social media strategy making• Analyzed daily public opinion from online and offline media to ensure the marketing campaign reach the KPI• Translated Policies (English to Chinese, Chinese to English) and evaluated translation quality of the government publications

    • 臺灣各種吧股份有限公司 (Taiwan Bar Inc.)

      Dec 2016 - Dec 2017
      Marketing Manager

      • Managed IP (intellectual property) development strategies and develop IP licensing business• Settled 90% of sales revenue from licensing business and 53% of revenue from advertising business for the company• Planned and conduct PR events, host a premiere and lead cross-departmental collaboration• Prospect for new advertisers and evaluate market demand for each program, product and project• Built client relationships by initiating communications and follow-up meetings to move opportunities to new business development• Tracked Google Analytics data and Facebook Insights to modify marketing strategies on social media• Collaborated with team member to execute marketing campaign and create the media content, communicate with reporters for news release Show less

    • 17 Media

      Jan 2018 - Mar 2018
      Brand Marketing Specialist

      • Analyzed data and monitored competitors from Appsflyer, App Annie and Sensor Tower for ASO daily report • Identified media opportunities, vendor partners, and helped create media strategy• Negotiates with vendor partners before implementing and executing a campaign• KOL management and ensure their performance is align with company image and standards

    • Yuanta Commercial Bank Co., Ltd.

      Apr 2018 - Oct 2018
      Assistant Manager

      • Managed projects to optimize mobile banking application• Initialized ASO and SEO ideas to promote the exposure of products• Collaborated with several departments to facilitate and finish projects• Researched mobile payment and Fintech trend to do feasibility studies• Supported digital marketing for the other subsidiary company Job rotation to YuanTa Financial Holdings.

    • Yuanta Financial Holdings

      Aug 2018 - Aug 2020

      • Holding a concurrent post as an assistant manager of e-commerce department to support the subsidiary• Researching e-commerce development strategies and possibilities for the corporates and coordinating with each subsidiary, research topic including online insurance, mobile payment and credit card• Standardizing official social media strategies and setting principles to be followed• Initializing and leading a innovative project to integrate the digital financial service cross the subsidiary companies Show less

      • Senior Assistant Manager

        May 2019 - Aug 2020
      • Assistant Manager

        Aug 2018 - May 2019
    • Yuanta Life Insurance Co., Ltd.

      Oct 2018 - Aug 2019
      Assistant Manager

      • Managed marketing strategies and budget control for e-commerce department• Yearly marketing strategies report writer and establish marketing strategy for online insurance business• Planned and executed the B2B marketing and online marketing project, including contents for campaigns, websites, eDM, search and display advertising • Conducted the digital ad serving by Google Ads and Facebook Ads • Analyzed data for each ad campaign and do weekly report • Developed the new business with InsurTech startups and build the internal control regulations to start the cooperation• Connected with each stakeholder to understand their needs and initiate business development project to achieve the sales target• KOL management and ensure their performance is align with company image and standards• Developed O2O project to access new customers for other sales channel• Engaged the product design for online insurance and make integrated product comparison report from similar industriesJob rotation to Yuanta Securities Finance Show less

    • Yuanta Securities Finance

      Aug 2019 - Aug 2020
      Senior Assistant Manager

      • Led a cross departmental collaboration to build a new B2C digital system• As a project manager for official website revision• Executive specialist of Vice ChairmanJob rotation to Yuanta Funds

    • Yuanta Funds

      Aug 2020 - now

      • Led a team responsible to marketing and e-commerce• Crafted the media strategy and controlled the yearly media buying budget, including traditional financial media, digital marketing (social media, KOL, Google Ads, Facebook Ads, LINE, etc.), OOH and TVC• Organized new ad campaigns for products and brand, which helped the business development, created two star products of a year and promoted brand awareness.• Built a data-guided marketing skill to evaluate the outcomes for each ad• As a key project manager for e-commerce products/ platforms to lead the team to develop a new system, app and website.• As compliance officer of the department to monitor the business abided related laws and internal control regulations Show less

      • Senior Manager, Head of E-Commerce & Marcom Department

        Sept 2023 - now
      • Manager, Head of E-Commerce & Marcom Department

        Nov 2021 - Jan 2024
      • Deputy Manager

        Aug 2020 - Nov 2021
  • Licenses & Certifications

    • 證券商業務人員高級業務員

      中華民國證券商業同業公會
      Mar 2021
    • 證券投信投顧業務員

      中華民國證券投資信託暨顧問商業同業公會
      Mar 2021
    • 投資型保險業業務員

      中華民國人壽保險商業同業公會
      Jan 2021
    • 投信投顧相關法規(含自律規範)

      中華民國證券投資信託暨顧問商業同業公會
      Jun 2020
    • 期貨商業務員

      中華民國期貨業商業同業公會
      Jul 2019
    • 財產保險法規與實務

      中華民國產物保險商業同業公會
      Jul 2019
    • 人身保險法規與實務

      中華民國人壽保險商業同業公會
      Jun 2019
    • Foreign Language Tour Manager

      Ministry of Examination (Taiwan)
      May 2013
    • 金融市場常識與職業道德

      中華民國人壽保險商業同業公會
      Dec 2018
    • 信託業業務人員

      中華民國信託業商業同業公會(Trust Association of Republic of China)
      Jun 2020
  • Honors & Awards

    • Awarded to Jeffrey Wang
      Dean's list The Chinese University of Hong Kong Apr 2016
    • Awarded to Jeffrey Wang
      “Earth Green” Lesson Plan Contest Runner-up Nov 2012 Environmental Protection Administration (Taiwan)
    • Awarded to Jeffrey Wang
      Youth Policy Competition Final Competitor May 2012 Youth Development Administration (Taiwan)
  • Volunteer Experience

    • Cultural Meeting Intern

      Issued by AIESEC Global Internship Program on Jan 2012
      AIESEC Global Internship ProgramAssociated with Jeffrey Wang