About the role
FinEx AI summary
Supports relationship managers in managing partner relationships and developing business to meet AUM and revenue targets. Builds relationships with high-net-worth clients, provides portfolio analysis and advice, and handles account opening and maintenance. Also monitors margin levels and credit quality, and ensures compliance with SFC/HKSI requirements.
Core skills
Private Wealth Management (PWM) business processesHNW client relationship managementInvestment portfolio analysisAccount opening and maintenanceMargin and credit risk monitoringBusiness development and new opportunity exploration