Chieh-Ting Liu

Experience

• 

  Fubon Financial Holding Co., Ltd. 富邦金控

  Jul 2006 - Mar 2008

  Senior Financial Specialist

  • Increased sales up to 200% for 3 consecutive months; Awarded Financial Service Golden Awards 2007 and got rewarded for giving a special interview with Career Magazine (No.376) on behalf of Financial Service Headquarters

• 

  Citi

  Mar 2008 - Feb 2009

  Financial Consultant

  • Managed portfolio of US$ 28 million in client assets and received Love My Citi - Citigold Customer Net Growth Award

• 

  Elite PR Group

  May 2009 - May 2012

  Account Supervisor

  • Strategized full-year media plan with active approaches to increase media exposure by 50% in 2011 compared with the previous year • Authored daily news update for Fidelity Taiwan Headquarters based on own data analysis of financial market and competitor information• Promoted book - “Investing Against the Tide: Lessons from a Life Running Money” by Anthony Bolton, one of UK’s best-known investment fund managers – media gathering, campus seminar with 300 college students and media interview• Executed Taiwan 25th Anniversary Campaigns in 2011 – corporate video, Chief Executive Officer spokesman training, gala event with 500 guests and program design • Conducted annual investors survey among Fidelity’s clients to generate media exposure about Future Investment 收回

• 

  Allianz

  Aug 2012 - Jul 2016

  Account Supervisor, Bancassurance

  • Developed client relationship at senior and expert level and exceeded annual sales goals by 110% for three consecutive years, ranked first in 2015 for Asian market • Arranged quarterly steering committee meetings and prepared annual presentation materials for local and regional teams at an MD level in HSBC/Allianz to ensure continuous achieving the partnership agreement• Headed local Bancassurance team of 16 in a collaboration of Allianz Consulting (DE) and local internal IT experts to identify solutions in a digital sales process• Improved process efficiency and customer experience through the implementation of a digital Banca solution (app and web portal) with a strong focus on user acceptance testing• Increased product quality by analysing insurance market, trend and competitors to identify competitive advantages to design attractive propositions with Product team• Created and managed a sales incentive program for up to 200 salespersons to boost their morale and performance 收回

• 

  Microsoft

  Apr 2017 - Apr 2017

  Consultant (MBA Consultancy Challenge)

  • Carried out Web-based secondary market research on border security to Identify top 5 EU markets based on analysis of key market criteria, competitors and potential partners • Delivered results to a Senior Director in Worldwide Public Sector and published on Microsoft Web site

• 

  RBS International

  Jul 2017 - Aug 2017

  Consultant (MBA Consultancy Project)

  • Delivered insights and recommendations on risk culture in Treasury and presented outputs to senior RBS staff at MD and Director level• Interviewed 70+ RBS employees and designed/conducted a 200-person survey during a 7-week full-time project

• 

  HSBC

  Jan 2018 - Sept 2020

  • Worked with Group Insurance while coordinating with country stakeholders for new product introduction and product enhancement• Initiated a series of sales campaigns and identified new sales leads to support sales engagement and increase activities for delivering business plan • Led product governance around post-implementation reports and annual in-depth reviews to be submitted to country Wealth Committee• Managed end-to-end process to ensure product features/sales process adhere to both group guidelines and country regulations 收回 • Implemented first paperless E2E insurance solution across bank network within provided timeline; reduced turnaround time from 4 days to 24 hours• Developed various campaigns to promote the new functionality for achieving 35% of usage rates in the first four months• Remodelled sales journey through removing repetitive data input effort (2 hours saved), embedding error-checking mechanism (human error avoided) and facilitating underwriting process (1 day saved)• Refined user experience through collecting feedback from various workshops, interviews and island-wide training for delivering enhanced capabilities in agile environments• Designed customer-focused journeys for streamlining product selection process based on comprehensive calculation regarding customer needs, risk profile and suitability assessment• Led system development including user interface/experience (UI/UX), flow design, user acceptance testing (UAT) and build verification testing (BVT)• Supported Digital and IT teams for bank-wide tablets deployment plan including a procurement process, applications requirements and user testing 收回

  • Public Website & Digital Channel Manager

    Oct 2019 - Sept 2020

  • Wealth Product Manager (Insurance Product)

    Dec 2018 - Sept 2019

  • Wealth Product Manager - Insurance (Digital Project)

    Jan 2018 - Sept 2019
• 

  Standard Chartered Bank

  Sept 2020 - now

  • Initiated first secure mode of authentication for transaction signing to mitigate fraud risk across Online and Mobile Banking• Directed eKYC (electronic Know-Your-Customer) PoC around face matching, liveness detection and Optical Character Recognition (OCR) among 30+ colleagues/vendors and supported to onboard the solution for materializing application straight through process• Worked with T&I and 3rd Parties while migrating Group SMS OTP platform to Country 3DS OTP system avoiding end of service risk within the provided timeline• Led cross-departmental collaboration for OTP platform migration including user experience, back office flow design, user acceptance testing (UAT) and user verification testing (UVT)• Delivered first integrated 3DS and SMS OTP back office fulfilling a variety of clients communication needs via content management across 10+ hives within the bank• Enhanced SCB Online and Mobile Banking continuously to facilitate and support the growing needs of digital banking service• Conducted monthly NPS (Net Promoter Score) scores tracking to diagnose and identify customer journey across Online and Mobile Banking, helping drive #1 NPS score in Digital segment for 2022• Managed App Store comments review including Google Play and Apple Store to ensure clients issues can be tackled within required timeline 收回

  • Associate Director, WM Platforms and Processes

    Jun 2023 - now

  • Associate, Digital Banking

    Sept 2020 - Jun 2023