- Financial Consulting and Customer Service
• Design and advise optimal financial plans for customers.
• Proactively plan and build potential customer sources through various sales activities/channels.
• Maintain close relationships with customers and internal departments to provide the best service to customers.
• Complete business targets according to the applied position.

- Manage and operate business group
• Proactively plan and support the sales team to achieve common business targets.
• Participate in supporting the product closing consultation process of consultants in the sales team.
• Participate in contributing ideas to build a common business plan with other management levels.
• Support periodic staff evaluation, receiving and training new staff.
• Periodically report on the group's human resources and business situation as prescribed.

- Other jobs
• Participate in training and planning for the sales team to attend professional classes and career development according to the company's plan.
• Actively participate in and support the organization of events/seminars/exhibitions organized by the company.

• Complete tasks as directed by superiors.