Business Relationship Manager

• Sep 2022 - Present

Relationship Management, Mutual Funds Management, Employee Service Manager, Retirement Financial Advisory(RFA) - Team Leader, Investment Consultant - Advise and develop investment strategy that aims to meet clients’ objectives, needs and risk profiles - Develop and maintain long term client relationships with individual, family, and Corporate Clients - Keep updated with client profiles, investment objectives and risk appetite - Account and Portfolio Management, Client Relationship Management - Wealth Management, Portfolio Advisory, Investment Planning & Consultancy - Retirement & Risk Management Planning Show less

Senior Account Manager - Relationship Managment, Sales and Business Development

• Apr 2020 - Sep 2022

Account Manager, Sales and Business Management

• Feb 2019 - Mar 2020

Coordinate new product design and business development with Global Partners in USA, Europe, Canada, PRC, Middle-East...etc Business Development - Product Design - Prototype Development - Manufacturing Operation - Logistic Organization - E-Commerce Planning - Customer Relation Management

Operation Manager - Product and Business Development

• Jun 2017 - Jan 2019

Project Team Leadership- Team Management- Project identification and strategic planning- Coordinate and Execution of projects- Deadline Manage the Schedule Priortiztion- Budget Estimation and Monitoring - Progress Report and Measurement- Quality Control

Account Manager - Regional Sales Management, Sales & Marketing

• Nov 2014 - Dec 2016

Business Development Solutions - Project & Operation Management - Brand Establishment - Trade-show & Exhibitions Arrangements - Sales Monitoring & Forecast - Services Marketing Business Development Solutions - Project & Operation Management - Brand Establishment - Trade-show & Exhibitions Arrangements - Sales Monitoring & Forecast - Services Marketing

Project Development Coordinator, Project Management

• Mar 2014 - Nov 2014

- Establish Marketing Team of 6, (Team Leader) - Successfully developed 4 additional market lines within a year. - Market researched and repositioned company's focus direction. - Cash-flow reallocation on annual budgeting, reservations focuses on new item development/projects - Established a long term business partner for the company by negotiating terms and conditions and persuading with mutual benefit - Establish Marketing Team of 6, (Team Leader) - Successfully developed 4 additional market lines within a year. - Market researched and repositioned company's focus direction. - Cash-flow reallocation on annual budgeting, reservations focuses on new item development/projects - Established a long term business partner for the company by negotiating terms and conditions and persuading with mutual benefit

Customer Service Representative

• Feb 2013 - Feb 2014

-Awarded with Top Sales Employee of the Month consecutively within two months period time by successfully customizing and advising clients in selecting the appropriate accounts and financial services -Expanded the company's client base with 80% success rate by effectively referring and cross-selling the Bank's products and services. -Accurately track abnormal account activities to avoid bank loss -Awarded with Top Sales Employee of the Month consecutively within two months period time by successfully customizing and advising clients in selecting the appropriate accounts and financial services -Expanded the company's client base with 80% success rate by effectively referring and cross-selling the Bank's products and services. -Accurately track abnormal account activities to avoid bank loss