Sales Representative

Financial Institution Sales, Trading Room

Recent graduate with a Bachelor of Finance from National Taiwan University and experience in financial sales and investment banking internships. Strong analytical skills with a proven track record in managing financial instruments and conducting market research.



Experience: 2 years

Yearly salary: $80,000

Hourly rate: $40

Nationality: 🇹🇼 Taiwan

Residency: 🇹🇼 Taiwan


Experience

Financial Institution Sales, Global Market Division
CréditAgricole Corporate and Investment Bank Taipei Branch
2023 - 2024
Managed sales of complex financial instruments including FX, rates and fixed-income products to institutional clients, delivering tailored solutions that met clients' investment and risk management needs. Provided clients with prompt, real-time responses to any inquiries, to maintain firm client relationships. Assisted with operational tasks behind sales team, including creating sales materials, preparing term-sheets, maintaining daily and weekly sales analyses, and ensuring compliance with front-office operations.
Investment Banking Division Intern
FCC Partners
2021 - 2022
Played a key role in the preparation of financial advisory proposals, using DCF and Comparable Company Analysis to support recommendations for strategic investment and other potential financial transactions. Supported research projects via market analysis, industry trend assessments and competitor benchmarking.
Asset Management Intern
AlphaHelix Investment
2020 - 2021
Evaluated multiple equities across countries, mainly within semiconductor, e-commerce, traveling and aviation industry by modeling, business model analyses, growth potentials and investment risks. Prepared in-depth decks on portfolio strategies for existing and potential investors of the fund, strengthening client trust and positioning the firm as a thought leader in the sector.

Skills

analyst
infrastructure
nft
quantitative-trader
vc
sales
english