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1. Explore and solicit business opportunities for Priave Banking Business
2. Identify clients' needs to provide relevant and suitable products or services including Equity, Futures, Funds, Bonds, Structure Products and Private Placement as well as cross-selling of IBD services to potential IPO and M&A clients
3. Deliver professional wealth management ideas, provide market view and research reports as well as prepare presentation and pitchbook
4. Gather and analyse clients'feedback so as to identify prevailing trend of investors' demand and product preferences