Donald Fu Email and Phone Number

• Provide general administrative support to the corporate wealth management sales team• Compile periodic sales related reports, management information and performance statistics for market analysis or research• Assist in building and maintaining databases• Data analysis of Insurance/GI sales reports• Responsible for enforcing sales guidelines and sales compliance, monitoring of sales process and managing various sales quality reports• Monitor and update the marketing materials / new products training materials• Coordinate with relevant parties to organize meetings and participate in ad hoc assignment• Compile standard / periodic reports & power point in daily sales administration• Assist Deputy Division Head in sales management and maintain good relationship and provide quality meeting material to business partners