• Build and maintain strong relationships with high-net-worth clients, achieving an over 95% client retention rate• Proactively prospect and generate new leads, and cultivate relationships with potential clients through networking, outreach (coldcalling and social media), and referrals• Conduct thorough assessments to understand clients' insurance needs, goals, and risk tolerance• Develop customized insurance & wealth management plans based on clients' needs and assessments• Identify opportunities to cross-sell and upsell additional solutions based on clients' changing needs, resulting in a 15% increase inrevenue per client• Proactively manage policy renewals by contacting clients ahead of expiration and recommend adjustments as needed• Work closely with family offices, retail banks, and private banks, and conduct regular client seminars on risk & wealth managementtopics to generate sales and enhance brand visibility and credibility• Educate clients on financial markets, products, and economic trends• Review investment performance and adjust strategies regularly based on client objectives• Provide ongoing support to clients, addressing inquiries, resolving issues promptly• Assist clients in navigating the claims process and advocate for clients to ensure timely and fair claims settlements

• Assisted in organizing, planning and implementing marketing strategies to boost sales• Collaborated with management on employee and customer service issues• Maintained strong relationships with our company’s clients to boost our brandand profits in the long-run• Evaluated employee performance and identify hiring and training needs, andsupervised and coach new and existing staff to perform their best• Analyzed consumer behavior and adjusted product positioning• Communicated with clients and evaluated their needs• Researched emerging products and used information to update the store’smerchandise

• Proactively solicited clients for new banking business, and accounts openings• Achieved assigned individual NTB sales target by maximized business prospects, and up-selling and cross-selling opportunities and maintaining close contact with mapping channels• Provided sophisticated services to clients consistently• Acquired affluent market segment clients• Exercised risk assessment for new clients through all necessary procedures on checking clients' supporting documents and understanding clients' financial sources• Attended team meetings and participated in developing creative solutions to solve problems and workflow streamlining• Ensured that compliance with internal and external regulatory requirements was met at all times• Made self-aware of the requirements to ensure that working practices were in line with these necessary standards

• Handled customer inquiries and complaints both telephonically and by email efficiently• Demonstrated patience and product knowledge by answering product and service questions, suggesting information about products and services• Listened actively and solved customer complains about product availability, delays, and defective products• Attracted potential customers by answering product and service questions, suggesting information about products and services through online live chat