Hsin-Jo Tsai

Experience

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  Yuanta Futures

  Sept 2009 - Mar 2011

  Officer, Consulting Dept

  *Marketed the first active managed futures fund in Taiwan; communicated with the advertisement company to design the posters, brochure and advertisements, and held 6 road-shows. In the end, founded the fund including over 3,000 investors and over 10 billion NTD.Trader, Dealing Dept September 2009 – March 2010*Traded Taiwan Stock Exchange Capitalization Weighted Stock Index Futures (TAIEX Futures); *Once earned nearly 40% of principal amount a day, and never lost over 5% a day.

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  Hua Nan Investment Trust

  Apr 2011 - Oct 2013

  Marketing Officer, Marketing Dept

  *Designed and analyzed the cost-benefit of campaigns to achieve the sales’ goal.*Designed brochure, e-flyers, and flash ads by self-learning. Saved over 200,000 NTD budget annually.*Maintained the e-commerce website. Achieved 20% increase in members and 10% in transaction volume..*Revised trust contracts of funds. Communicated with a lawyer and conducted surveys about competitors’ strategies, including investing principles, fees, and transaction notice.

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  台新國際商業銀行

  Oct 2013 - Mar 2016

  Assistant Manager, Financial Planning Dept

  *Decided and analyzed if customer investments should take profit or loss according to the market foresight.*Built a sales system to increase sales’ efficiency by reviewing and adjusting clients’ portfolio.*Monitored structure bonds’ price and related target.*Revised the regular spreadsheets and build a small database by using SQL to increase the efficiency. Saving 20% to 80% of the time needed for the data analyzing.

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  Cathay future

  Mar 2016 - Dec 2016

  Deputy Manager, Proprietary Trading Dept

  *Built the department’s regulation.*Built and tested the operating system*Developed TAIEX Futures and Options strategy

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  KGI Bank

  Sept 2017 - now

  Manager

  *Product Risk Rating.*Built a sales system to increase sales’ efficiency by reviewing and adjusting clients’ portfolio.*Revised the regular spreadsheets and build a small database by using SQL to increase the efficiency.