Yun-Chun Wang
Melbourne,VIC
Summary
Master of Advanced Finance graduate with hands-on experience in risk management, trade monitoring, and compliance reporting. Skilled in Python, VBA, and Bloomberg to improve accuracy and efficiency of financial processes. Strong background in data analysis, workflow optimisation, and cross-team collaboration, with proven ability to identify breaches, escalate risks, and ensure proper reporting. Fluent in English and Mandarin with international experience in both Taiwan and Australia.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Broker
Jhang-Cheng Insurance Broker
01.2022 - 05.2023
- Advised and managed 40+ clients, structuring tailored insurance and investment-linked portfolios aligned with client objectives, risk appetite, and tax strategies.
- Delivered advisory sessions translating macroeconomic trends (interest rates, FX movements) into client-friendly portfolio recommendations.
- Contributed to team development by sharing financial insights, linking investment strategies to product solutions, and strengthening advisory effectiveness.
Risk Management Intern
Fubon Securities
09.2020 - 08.2021
- Monitored branch-level risk and compliance reports, highlighting breaches and ensuring proper formatting.
- Collaborated with the proprietary trading desk to analyze structured equity-linked products, modelling payoff scenarios and risk exposures.
- Streamlined data processing by converting portfolio profit models from VBA to Python, improving workflow efficiency by 50%.
- Presented fixed income risk frameworks and metrics (VaR, DV01, Greeks) to the department.
Education
Master of Advanced Finance -
Monash University
Melbourne09-2025
Bachelor of Administration - Finance
National Chung Hsing University
Taiwan06.2020
Skills
- Trade lifecycle
- Settlement monitoring
- Compliance reporting
- Liquidity testing
- Python
- R
- VBA
- Excel
Certification
- Financial Risk Manager (FRM) Certification, Level 1 passed, 05/01/25
- Financial Risk Manager (FRM) Certification, Level 2 candidate, 11/01/25
Languages
Mandarin (Native)
English (Fluent)
Timeline
Insurance Broker
Jhang-Cheng Insurance Broker
01.2022 - 05.2023
Risk Management Intern
Fubon Securities
09.2020 - 08.2021
Bachelor of Administration - Finance
National Chung Hsing University
Master of Advanced Finance -
Monash University