Associate
China Everbright Bank
مجموع سنوات الخبرة :4 years, 9 أشهر
Executing business with clients.
Deepening client relationships by providing trade ideas and information.
Organising client meetings and visiting clients.
• Worked as an assistant of relationship manager in wealth management service team.
• Undertaking all required activities as directed by line manager.
• Providing effective day-to-day support and service to clients in assigned portfolio and establish good relationship with clients.
Worked as a member in personal wealth management service team.
Advised clients on personal wealth issues and also involved in developing and promoting the financial products.
Established good relationship with work teammates and clients
Provided the clients with legal advice under the supervision of fully qualified lawyers.
Involved in conducting interviews with clients, undertaking legal research, keeping records and drafting legal advice letters.
Worked as a stewardess, served both domestic and international airlines.