Tittle: Wealth Management BD - Establishing lasting relationships with wealth management clients through multiple channels. To provide personalized and thoughtful services to financial management users, serving as their primary point of contact to promptly and effectively address any inquiries, questions, or requests. Conduct research on user activities and behaviors to identify potential high-value customers with financial potential characteristics and patterns. Analyze reports related to customer experience, trends, and markets and work closely with various departments to conceptualize, plan, and execute various activities. Get to know our VIP customers and what measures you can take to ensure the best content is provided.