Responsibilities:• Comprehensively responsible for the development of high-net-worth clients, to convey the company's services and ideas to customers and contribute to clients recognition of the company • According to clients' financial needs, communicate with clients to reach a consensus and configure suitable products for them.• Based on the company's research and service platform support, to provide clients with continuous professional financial services

• Engaged well with export transportation for 12 KAPPAHL orders from booking, customs declaration, to the certificate of origin application • Prepared related documents to payment application (including but not limited to the payment for freight and goods) and submitted them to the Finance Department • Prepared tax refund documents for 8 orders and submitted them to the Tax Centre • Registered 10 orders on the ledger, and archived them in compliance with the company’s policy