Kyle Yeh

Experience

• 

  Gordon Biersch

  Oct 2011 - Jul 2012

  Shift Leader

  • Led a team of 8 achieving the sales goal and improved the sales of this store, becoming the unprecedented No.1 store in Taiwan• Provided customer service and daily financial management• Managed operations and dealt with customer complaints• Arranged shift schedules and conducted daily briefings with colleagues

• 

  KGI Bank

  Aug 2014 - Feb 2016

  Assistant Manager

  • Increased users by 30% by rebuilding internet banking system• Completed analysis on online banking and industrial competitiveness to make a strategy• Analyzed online platforms and developed a strategy to attract potential customers• Spearheaded new marketing initiative

• 

  JPMorgan Chase & Co.

  Feb 2016 - now

  Analyst
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  CreditEase Wealth Management (Beijing) Co., LTD

  Aug 2018 - now

  Investment Consultant

  1. 负责协助管辖区域内理财经理对客户的产品交叉销售，合理的为客户提供财富管理建议及投资计划；协助理财经理完成约见后的商谈工作，提高产品的销售成功率； 2. 全面负责管辖区域营业部的投资咨询，产品分析与讲解，参与客户市场产品宣传和演说活动； 3．负责管辖区域所有理财经理的专业培训，提升理财经理的整体水平和专业度，确保所有理财经理对金融产品特别是创新类金融产品的应知、应会、应用； 4．研究管辖区域高净值客户的综合理财需求，与培训团队进行配合，定期提供市场金融资讯、财富管理理论、产品销售技巧的指导，最终的目标是成为客户唯一的一站式财富管理机构，也就是客户能在宜信财富体验到理财、投资、保障、增值服务等一站式服务