Channel Engagement -Cultivated strategic partnerships with over 10 key financial players in China market, including securities firms, trust companies, banks, and family offices.-Successfully facilitated the launch of fund products on the channel platform. Contributed to the achievement of RMB 3 billion in private equity fund sales in 2021.-Maintained positive collaborative relationships with partner channels through regular monthly visits and festive greetings.Investor Relation-Collaborated with cross-functional team members to deliver investment advisory services and reliable guidance to investors.-Organized and participated in meetings with senior investment professionals and investors.-Managed relationships with existing and prospective investors by providing regular updates and promptly responding to inquiries and concerns.Product Engagement-Collaborated in fund development and set up to ensure alignment with partnership channels and investor requirements.-Monitored and tracked weekly fluctuations in fund product asset value, established effective communication with the investment team, and provided consistent and timely reporting to channels and investors.-Prepared investment papers for Investment Committee approval, showcasing strong analytical and communication skills and attention to detail.Marketing -Led successful fund raising initiatives by educating investors on market trends, investment structures, and transactional particulars.-Conducted fund product roadshows and training sessions. -Developed and executed video promotion campaigns to reach wider audiences and increase brand awareness.-Developed and continuously update marketing materials including pitch decks, product brochures, etc. for investors and channels in partnership with investment team.KYC and CDD-Demonstrated proficiency in conducting comprehensive audits of KYC and CDD for new clients, ensuring compliance with regulatory requirements.

Channel Development & Management-Developed and maintained partnerships with prominent wealth management companies and family offices in the Chinese market to promote overseas wealth management services. Resulting in successful joint expansion of offshore market cooperation blueprint.-Collaborated with prominent private banks and insurance companies in Singapore and Hong Kong to deliver tailored wealth management solutions to clients throughout East Asia.-Committed to fostering these partnerships by delivering exceptional service, identifying growth opportunities, and driving business growth for partners.-Conducted in-depth market research to assess competitive landscape, and developed unique sales strategy.-Skilled in providing effective product training and organizing roadshows to showcase product features and benefits, resulting in increased client engagement and satisfaction.Client Onboarding-Participated in all stages of the client onboarding process, ensuring seamless execution and high-quality service delivery.-Conducted thorough clients KYC reviews, including plausibility checks and verification of clients' source of wealth and source of funds.-Maintained proactive communication with clients throughout the onboarding process, providing exceptional customer service and ensuring a positive client experience.Sales Achievement -Cultivated a network of high-net-worth clients in East Asia through the use of strong networking and relationship-building skills, resulting in increased sales revenue.-Recognized for sales achievements with MDRT membership, maintained over time through continued high-performance.-Achieved TOT membership within three months, demonstrating exceptional performance and dedication to achieving sales goals.