• Manage business relationship with Privilege Banking clients and offer professional financial advice and customer service to achieve high level of customer satisfaction and retention. • Design financial strategies plan or investment plan or portfolio model for individual customer. • Build customer’s wealth through Privilege Banking products. • Review and responding to customers changing needs and financial circumstances, associated risk and providing customers with information on new and existing products and services. • Perform the closely credit monitoring in compliance with the bank’s policies and guidance. • Coordinate with related departments in marketing and servicing the customers to achieve sale volume and revenue target.