Tax Consultant
CurrentKey responsibilities: Managing 6 team members. Communicated with clients about investment and taxation policy. Building relationship with investors. Create activities such as lunch with CEO. Implement marketing plan and supervise the investors about new products. Financial planning for Exclusive customers. Build up revenue & created need including demand for the investors. Provide and communicated with clients about modern trade and update market movement &… Show more Key responsibilities: Managing 6 team members. Communicated with clients about investment and taxation policy. Building relationship with investors. Create activities such as lunch with CEO. Implement marketing plan and supervise the investors about new products. Financial planning for Exclusive customers. Build up revenue & created need including demand for the investors. Provide and communicated with clients about modern trade and update market movement & to clients. Such as invite clients weekend camp with AIA family or CEO talk. Working closely with PR department for AIA Journal & EGP magazine (internal magazine for Very VIP customers) interview clients about their life style and write about their article before sending to marketing in house PR. Group ( Very VIP group prefers to interview by their Tax consultant.) Show less