
Jeffrey Chen
B2B Lecturer / Sales and Marketing Intern

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About me
Corporate Banking Cash Management Product Manager | MSc Finance, Technology and Policy at the University of Edinburgh
Education

EDC Paris Business School
2018 - 2018Finance, GeneralExchange student in the 4th year of Finance ProgramPertinent Coursework: Financial Market, Advanced Financial Mathematics, Econometrics, Management Control, Business English

東吳大學
2015 - 2020Bachelor's degree Business Administration 3.7/4.0 (GPA)Activities and Societies: Event Owner at Student Association of Business Administration Department Pertinent Coursework: Strategy Management”, Information Management and Introduction to Digital FinanceAwards:1. Quality Award in FinTech Group of Soochow University Business Case Competition2. First Place in Local Regeneration Group of Soochow University Business Case Competition

University of Edinburgh Business School
2023 - 2024MSc Finance, Technology and Policy Merit (2:1)Activities and Societies: Completed Edinburgh Award (Global Employability) in the skills of interpersonal skill, planning and organising, and self-management with a total of 32 hours of group input sessions and reflections, skills training, coaching sessions, and impact activity. Pertinent Coursework: FinTech Innovation and Infrastructures, Python Programming, Principles of Data Analytics, Financial Market and Investments, Financial Valuation, Financial Machine Learning, Blockchain and CryptocurrencyDissertation: Formulated strategies to Open Finance in UK and EU and identified key factors influencing Open Finance solutions within my company-sponsored dissertation with Visa Europe.Project Highlights:• Led group project of designing payment wallet… Show more Pertinent Coursework: FinTech Innovation and Infrastructures, Python Programming, Principles of Data Analytics, Financial Market and Investments, Financial Valuation, Financial Machine Learning, Blockchain and CryptocurrencyDissertation: Formulated strategies to Open Finance in UK and EU and identified key factors influencing Open Finance solutions within my company-sponsored dissertation with Visa Europe.Project Highlights:• Led group project of designing payment wallet that drives environmentally-friendly actions and planning infrastructural stack behind product.• Researched into business model of payment network firms and conducted financial valuation on MasterCard.• Analysed and visualised Scottish GP data and conducted correlation analysis among diseases using Python and its relevant packages.• Trained LSTM model forecasting high-frequency return for stocks based on limit order book data using NumPy, Pandas, Scikit-Learn and TensorFlow of Python. Show less

IÉSEG School of Management
2019 - 2019International Business/Trade/CommerceForeign exchange student programPertinent Coursework: Sales Essentials, Emerging Market and Country Risk Evaluation, Compliance in Financial Industry, International Finance, Introduction to Banking, International Trade OrganizationExtracurricular Activities: 1. Completed a cross-cultural project with a local French student to gain a deeper understanding of French culture and enhance international social skills.2. Organized an international and cross-cultural social event… Show more Foreign exchange student programPertinent Coursework: Sales Essentials, Emerging Market and Country Risk Evaluation, Compliance in Financial Industry, International Finance, Introduction to Banking, International Trade OrganizationExtracurricular Activities: 1. Completed a cross-cultural project with a local French student to gain a deeper understanding of French culture and enhance international social skills.2. Organized an international and cross-cultural social event with attendees from 30+ countries. Received positive feedback from attendees. Show less
Experience

Microsoft
Jul 2017 - Jun 2018B2B Lecturer / Sales and Marketing Intern• Designed and delivered SaaS product training to 12 major corporate customers for more than 100 hours, receiving satisfaction rating from customers with average of 4.6 out of 5.• Presented Microsoft IoT solutions in English at tech expo COMPUTEX and successfully gave 3 corporate customers referrals to supervisors at Microsoft.• Conducted research on SaaS market and business models of 2 potential corporate customers and provided suggestions of which value propositions of Microsoft’s SaaS products customers value the most.• Phoned existing SME customers to understand their pain points in using SaaS product and seek opportunities to upgrade their plans, driving 15% of reached customers to upgrade their plans. Show less

Cathay United Bank
Jun 2020 - May 2023Product Manager (Digital Banking Platform)Responsibilities:Defined product roadmap and managed product development cycle for corporate banking app, banking APIs, corporate online loan drawdown service, Cambodia’s consumer online banking platform and transaction authentication services.Project Highlights:• Enhanced banking APIs for security settlements by translating business requirements into technical specifications and coordinating internal and external stakeholders, lowering transaction error by 23%.• Identified SME customers’ needs and pain points in using cashflow management services and enhanced cash deposit and tax payment function on corporate banking app, reducing steadily monthly transactions of SME customers in branch by 3%.• Led cross-functional teams with 20 people in Taiwan and Cambodia to plan and implement blockchain-based CBDC (central bank digital currency) payment function on online banking platform in Cambodia, reducing customers’ transaction fees by 80%.• Designed and implemented OTP transaction authentication apps for corporate customers in Hong Kong and Singapore, reducing customers’ transaction costs by 70%.• Collaborated with credit card team to design and propose virtual business card service providing end-to-end expense management functionality from assigning virtual cards to reimbursements.• Worked with credit facility team to understand latest credit facility policy and redesign facility drawdown and repayment functions on corporate online banking platform, enhancing Bank's capital efficiency by 3% and increasing Bank's revenue from commission fee by 2%. Show less

Taishin International Bank
Feb 2025 - nowAssistant Manager, Corporate Banking Cash Management Product- Analyse the performance, market trends, and competitive landscape of corporate banking cash management products to drive strategic decision-making.- Plan and execute marketing campaigns, incentive programs, and competitive analysis to enhance the adoption and growth of corporate cash management solutions.
Licenses & Certifications
- View certificate

Microsoft Office Specialist Excel Expert 2016
Microsoft 
TOEIC Golden Certificate
ETSJul 2019- View certificate

Microsoft Certified: Azure Fundamentals
MicrosoftMar 2021 - View certificate

Microsoft Certified: Power Platform Fundamentals
MicrosoftMar 2021 - View certificate

Microsoft Certified: Azure AI Fundamentals
MicrosoftMar 2021 
DELF B2 (French Language Proficiency Certificate)
Ministère de l'Éducation nationaleJun 2020
Languages
- chChinese
- enEnglish
- frFrench
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