-Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers-Engage end to end I&I service, including customer needs identification, solution recommendations, application fulfilment, and follow up-Provide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement and legacy planning needs-Delivering against demanding performance expectations across customer engagement, financial planning and new business KPIs-Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement-Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization-Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures

• Generate and Qualify prospects of C-suite executive of Family Offices and Register Investment Advisor (RIA) ranging 250 million to several Billion Asset Under Management into CRM system• Responsible for Prospecting, Cold Emailing and Coordinating Cold calling Setup and Hot Calling for more than 4000+ C-suite executives of US Family Offices and RIAs.• Break down critical value chain of our business and financial event agenda to Chief Investment Officer and CEO key decision makers in alternative asset investment. • I drove up sales by 25% in three months to exceed initial monthly sales target, increased prospecting acceptance rate by 3% and reduced claim processing time.

• Led in event recruitment, registration planning and vendor relationship management of 2 national government-host conference• Coordinate in in-site facilities planning and project meeting setup of total 1 UFI-certified Trade Show, 1 International forum and 2 national governed-hosted Conference. • Provide leadership in teamwork recruitment questionnaire design, questionnaire outbound distribution, interview setup and talent management of 81 part-time event assistance in UFI-certified Tradeshow.