Maintain Clients' relationships, Cold call , Investment Planning , Financial market research to consult clients investing in Mutual funds , bonds , US stocks ,ETN , FX ..ect, Financial products.
Cold calling skills: the first three months of work at Citi, bringing in three VIP customers of more than $3 million, working for six months to a year with a monthly recurring investment capital of at least $20 million, developing 15 professional investor customers. (deposit at least 1,000,000 usd )
具金融市場的實戰經驗:實際上在工作期間,帶著客戶進出股票基金以及債券市場,對於國際總經情勢,原物料和技術線圖等資訊進行整合判斷,並規劃投資企劃的能力
商業談判能力:有多次和客戶進行手續費用斡旋的經驗,為公司取得最大利潤