Summary
Overview
Work History
Education
Skills
Languages
Financiallicense
Extracurricular Activities
Timeline
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SHIH-YU HUANG

Sydney,NSW

Summary

Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.

Overview

3
3
years of professional experience

Work History

Stock Broker

Yuanta Securities Co., Ltd.
10.2020 - 11.2023
  • Possessing extensive experience in customer service and investment advisory
  • Familiar with the financial market, demonstrating exceptional execution skills in transactions, and capable of providing clients with professional investment advice
  • Prioritizing risk management and regulatory compliance, dedicated to assisting clients in achieving their investment goals
  • Became the top sales representative of the branch in the second quarter of 2023.

Education

Master - Banking And Finance ( Fintech )

Macquarie University
Sydney, NSW
06.2026

B.A. in Economics -

FUJEN CATHOLIC University
06.2020

Skills

  • Microsoft Excel
  • Word
  • PowerPoint
  • Other office applications
  • Financial product knowledge
  • Client Relationship Building

Languages

Native Chinese
Taiwanese
English

Financiallicense

  • The Securities Specialist
  • The Securities Investment Trust and Consulting Professionals
  • The Futures Specialist
  • Proficiency Test for Trust Operations Personnel

Extracurricular Activities

06/2017-06/2018, Chairperson of the Department Student Association, Leading the day-to-day operations of the department student association involves organizing and coordinating various activities.


 08/2018-06/2019, Departmental Basketball Team Captain, Achieved the runner-up position in the 2017 National University Economics Cup and secured second place in the campus cup competitions in both 2018 and 2019. 


03/2020, 05/2020, Food Bank, FUJEN CATHOLIC University, The activity, initiated by the dean of the undergraduate department in collaboration with the CHUNG HSIH FOOD BANK, involves on-site visits to low-income households in need. The purpose is to understand their monthly basic expenses and current assistance requirements. The Food Bank provides essential supplies to support their daily lives, and there is a public appeal to eliminate food wastage. 


06/2021, The 8th Annual Online Career Sharing Session, FUJEN CATHOLIC University, Organized by departmental professors and current students: Inviting alumni from previous graduating classes to share their job-seeking experiences. Honored to be one of the interviewed alumni.

Timeline

Stock Broker

Yuanta Securities Co., Ltd.
10.2020 - 11.2023

Master - Banking And Finance ( Fintech )

Macquarie University

B.A. in Economics -

FUJEN CATHOLIC University
SHIH-YU HUANG