for the segment of Mainland customers Cross-selling and prospecting of business for wealth management's individual clients.... Provide updated market information to clients Co-ordinate the business development or promotional projects as assigned...
Responsibilities Handle customer transaction instructions, enquiries, and service requests via various channels Deliver high-quality service through both inbound and outbound calls Provide after-sales support to a wide range of customer...
Responsibilities: Build and maintain strong client relationships by providing financial advice, promoting products, and managing a portfolio of clients Identify client needs and match them with the most appropriate products Build profes...