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Pei-Wen Chen

International Operations Specialist


I am very enthusiastic and open-minded girl, who is not afraid to face any challenge and dynamic situation.and i am eager to learn and like to use my professional skills to solve problems and provide services with my clients.I believe my backgrounds can qualify the position of Financial Analyst and create positive values to the company.


Have Backgrounds in accounting and finance, strongly skills of analyzing financial reports and data.

Have experience to communicate with clients (Companies, Custodian banks and other financial institutions...etc.) and solve their enquires with my professional knowledge.

Stayed in Big 4 accounting firm and Securities company, understand the situation of both general industries and financial markets.

Work experience

Oct 2014May 2015

International Operations Specialist

KGI Securities
  • Support traders with daily trade and stock transaction in oversea market
  • Communicate with custodian bank to confirm settlement of securities and corporate events.
  • Implement the allotment of cash dividends and the imposition of the tax and ADR fees to clients
  • Engage in process of stock transferring, stock depositing and regulating holding positions in accordance with transaction instructions from clients
  • Resolve clients' problems through effective interaction with clients, investment teams and Custodian banks
  • Analyze market reports and date from Bloomberg and Custody websites to provide timely and accurate transaction details with traders, Investment teams and Clients.
Nov 2013Jul 2014

Financial and Auditing specialist

  • Analyze companies' financial and operating situation to issue financial reports in the public
  • Conduct assurance service and substantive testing to evaluate risks
  • Engage in consulting of Income taxes and accounting system of corporate
  • Enhance and solve clients' enquires through effective communication with clients, accountants.
  • Support clients to calculate withholding tax amount and submit taxes reports to National Taxation Bureau


Sep 2008Jul 2013


National Cheng Kung University,Taiwan


Mar 2013Jul 2013

Exchange student


Industrial Engineering and management


High level sales representative in stock company
  • Conduct trades of all kinds of Securities and financial products
  • Understand the regulations and operations of financial markets
  • Analyze securities and corporate events in transactions
Investment trust and consulting representative
  • Provide consulting of Investment plans
  • Analyze and introduce Investment plans and financial portfolio to maximum benefits
  • Qualify to engage in discretionary investment business