2月 2022 - 現在
• Host and coordinator for product lauch/press conference.
• Without any training, I added 12 million to our company's assets under management within the fourth month of starting work.
• Complete the very first financial consulting case that adopts a trust structure.
• Clients include entrepreneurs, CPAs, attorneys, doctors, students, and many other kinds.
• Establish the whole selling system which includes the SOP for client development, financial consulting, and customer services. Successfully Increased monthly revenue in the third quarter by 15%
• Responsible for writing monthly investment reports to more than 8,000 investor.