Responsibilities Assist Branch Manager to supervise the day to day sales and operation activities of all branch... Securities and Futures Commission; Provide high quality customer services by referring customers from counter services...
with institutional sales, portfolio management teams and other key stakeholders to build deep client relationship and service clients... and Relationship Management: Establish and maintain regular communication with institutional sales, portfolio management, and key...
. Develop effective sales incentive plan, sales aids, sales flow and training materials to increase sales efficiency and reduce... products on shelf, review documentation / sales process, streamline operation flow while adhering to both internal policies...
with institutional sales, portfolio management teams and other key stakeholders to build deep client relationship and service clients... and Relationship Management: Establish and maintain regular communication with institutional sales, portfolio management, and key...