-Client Relationship and Network · Managing the portfolios of high net worth clients, acting as the main point of contact, building trustworthy relationships and delivering best-in-class customer service· Strategic planning with Head of China Desk on expanding the client network, organizing meetings and pitching to prospects, intermediaries and existing clients· Organizing marketing trips to Asia to promote the company’s brand and services and explore business opportunities in the target markets· Building a network of contacts with over 80 professionals in immigration, real estate, and wealth structuring for HNWIs from Asia-Account Management Skills· Sales pipeline management and CRM system maintenance· Conducting CDD/KYC procedures at on-boarding, client screening, periodic or event-driven reviews and suspicious activity reporting· Liaising with different departments to ensure the smooth processing of all clienttransactions, including securities trading, FX, and payments· Providing insights on client needs and business procedure modification to ensure thedelivery of excellent client experience-Knowledge in Financial Industry· CeMAP qualified and Chartered Financial Analyst (CFA) Level 1· Studying towards level 4 diploma. Completed 2 of 3 exams for CISI Investment Advice Diploma (IAD) qualification

-Client RelationshipBuilding customer relationship with potential customers and maintaining trustworthy relationship with existing clients, mainly High Net Worth customers from China Conducting CDD/KYC procedure at on-boarding, client screening, periodic or event driven reviews and suspicious activity reporting Handling customers’ complaints and follow-up communication in accordance with the regulatory requirements-Financial Services experiencesPromoting retail banking products and services, including deposits, mortgages, business loans, insurance and investment productsAttending sales events to promote mortgage products of the bank and solicit potential mortgage clientsHandling mortgage applications and credit facilities reviews, which includes interviewing clients, preparing credit proposals and following up with approval processContinuous business procedure evaluation and risk identification to ensure full compliance with the latest policies and regulations -Team Management Managing a customer service team of seven at the headquarters, providing training and supervision to team members Preparing monthly business report and statistical analysis for senior management

Promoting retail banking products and services, including deposits, mortgages, business loans, insurance and investment products