Yi Chun Chen

Experience

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  Carry Forward Inc.

  Feb 2018 - Jan 2019

  Independent Financial Advisor

  • Fostered relationships with over a dozen clients by providing clear, tailored financial advice on portfolio management, including stocks, funds, and insurance across Taiwan, Hong Kong and Vietnam, successfully enhancing trust and client satisfaction.• Strengthened advisory services by conducting market research and tracking investment trends, aligning with a client-centred and data-driven approach.• Exceeded sales targets for three quarters, generating a 2 million margin in insurance product sales. Show less

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  MajorMedLeague Co., Ltd.

  Aug 2020 - Oct 2021

  Project Assistant

  • Collaborated with teams and external vendors, completing a large-scale dental clinic project within four months ahead of time-frame through effective leadership and relationship building.• Innovated on cost-saving strategies, leading to 84% operational cost savings by leveraging equipment leasing versus purchasing.• Spearheaded the financial management of several complex projects to a high level, including solving complicated analytical cost problems to ensure positive results on all projects. Show less