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· Work closely with the Head of sales in the development and implementation of the institutional sales strategy to ensure that it is in line with sales plan.
· Deepen reach of certain segments that include insurance, pensions and institutions in Hong Kong and Macau and grow AUM
· Expand and enhance existing relationships. Understanding each client’s unique demands and assist in client’s queries in a timely and professional manner.
· Proactively develop and establish new relationships with prospect, initiating discussions with prospect clients