Wealth Management Specialist
Conducted market research and analysis to identify potential market opportunities• Developed and maintained the company’s brand image; formulated brand promotion strategies• Planned and implemented advertising and promotional activities to increase product exposure and sales volumes• Established and maintained relationships with clients, ensuring customer satisfaction and loyalty• Evaluated clients' financial status, needs, and goals, and provided personalized financial advice• Formulated investment strategies and portfolios suitable for clients’ risk preferences and investment goals• Optimized portfolios by allocating clients’ funds among diverse asset classes such as stocks, bonds, funds, and real estate• Assisted clients in long-term financial planning, including retirement, tax, insurance and real estate planning
