- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises- Conducting in-depth reviews of clients' financial circumstances, current provision and future aimsanalysing information and preparing plans best suited to individual clients' requirementscompleting risk analyses- Researching the marketplace and providing clients with information on new and existing products and services- Designing financial strategies assisting clients to make informed decisions- Researching information from various sources, including providers of financial products- Reviewing and responding to clients changing needs and financial circumstances- Promoting and selling financial products to meet given or negotiated sales targets- Negotiating with product suppliers for the best possible rates- Liaising with head office and financial services providers- Communicating with other professionals, such as estate agents, solicitors and valuers- Keeping up to date with financial products and legislation- Producing financial reports- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products

- Providing online and offline marketing services andfunding application guidance to businesses- Constructing insurance and fund portfolio, mainlyof premium financing and income fund- Offering investor education courses about tradingin future, option, stock and cryptocurrency- Developing proprietary indicators for trading andinvestment- Developing information technology solutions to clients,for example, NFT, A.I., website, CRM, ERP, e-commercesystem- Researching and managing assets in cryptocurrencywith a focus on NFT, L1, L2, Gamefi, Defi andMetaverseConduct real estate and migration planning.

- Providing financial planning, insurance, and investment services to clients- Ensuring client records are maintained and kept current- Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances- Acting as a liaison between the client and other financial professionals- Guiding clients through personal financial analysis, including goal setting- Assisting clients with estate management, tax returns, budgets, or other financial tasks- Make recommendations to reduce risk, including diversification, portfolio investment and currency exchanges- Use analytical software to calculate the risk of a decision- Consult with business decision makers and understand their data needs- Evaluate business and finance records and determine the level of risk- Create reports and anticipate the losses of certain business decisions

- Providing professional consultation to customers regarding their interest in Smart Living products or services- Proposing thorough solution to settle customer requests in a tactful and timely manner- Establishing good customer relationship by offering one-stop-shop service- Handling incoming call and meet with customer if necessary

- Cordinating with senior marketing manger to specific marketing tasks- Handling clients' requirements and enquiries in marketing - Pitching clients for advertiment placement

- Analyze clients’ financial statuses (e.g. income, expenses and liabilities)- Examine and suggest financial opportunities (e.g. insurance plans, investments)- Develop sound plans and budgets for clients- Customize financial plans according to clients’ changing needs- Help clients implement their plans and carry out transactions- Present and sell suitable financial products and services- Find and approach prospective clients- Build strong relationships to retain existing clients- Maintain updated knowledge of regulations, practices and financial products