Monitor existing investments by reviewing periodic reports and engaging regularly with fund managers on investment progress, portfolio performance, and market outlook.
Strengthen Digital Ecosystem: Drive adoption and continuous enhancement of digital platforms (e.g., WorkWell, AIA+, iSMART) to improve customer experience, engagement, and lead generation effectiveness.
Monitor existing investments by reviewing periodic reports and engaging regularly with fund managers on investment progress, portfolio performance, and market outlook.
Strengthen Digital Ecosystem: Drive adoption and continuous enhancement of digital platforms (e.g., WorkWell, AIA+, iSMART) to improve customer experience, engagement, and lead generation effectiveness.
Provide proactive support to sales team and respond to operations related requests such as quotation, exception deal management, historical account overview, billing corrections, etc.
Work closely with product managers, developers, data analysts, and business stakeholders to align design solutions with product goals and technical constraints.
Work closely with product managers, developers, data analysts, and business stakeholders to align design solutions with product goals and technical constraints.