- Handling high net worth client, trust fund and listed company account portfolio- Assist on corporate exercise - BTX System and sales order entry - Manual modeling portfolio and weekly report to respective clients- Monitoring daily and monthly brokerage commission to make meet on target- Continuously looking for new potential customer and business as well- Daily monitoring local and national market news update to respective clients- Fundamental analysis and technical analysis- Give clients professional advice and service to make good relationship with clients and persuade them to do more investment.

- Strategies sales and target oriental - Well investment knowledge and latest market trend follower- Manage customer investment portfolio and professional advices- Educate customer the money management and completely personal financial planning

- - Build rapport and relationship with walk in customer- Personal sales strategies to increase sales figure- Perform daily cold calling to high net customer and warm call to existing customer - Perform daily financial service - Provide personal financial service for valued customer at Public bank and do personal financial analysis for customer - Daily global and local market news, gold price and currency rate changed updated- Give clients professional advice and service to make good relationship with clients and provide the best suited financial product for them- Educate customer personal money management and how does it help us to growth wealth- Self-confident for selling about any product at Public bank - Perform daily morning briefing with staff about sales and marketing, update daily sales figure, product knowledge, and give motivation.

- build rapport with customer and build Strong relationship with customer- daily perform cold and warm calling which means gold calling for myself- Be professionally and knowledge advisor to assist customer do personal financial analysis and accumulate their wealth- well updated currently investment and market performance - create the needs and awareness- able to be critical thinker help customer and solve any objection

Dealing with clients by monitor client's portfolio and giving them professional investment advise. Built up large clients base by maintain good relationship with existing clients and finding new potential clients. Being initiative and aggressive to promote our company financial product and our company brand. Give the clients satisfactory of our company service given compliance with law, agreement and policies. Perform daily market analysis and monitor the latest market news.

Monitor the food and beverage cost by doing investigation and problem solution to minimize the cost. Accessibility to the cost by performing accountability and profitability.