About the role
FinEx AI summary
The role supports relationship managers in managing key partner and HNW client relationships to achieve business targets. Duties include investment portfolio analysis, client services, account opening and maintenance, credit quality and margin monitoring, and supporting marketing activities. Candidates need a bachelor's degree, relevant experience, and SFC Type 1 and 4 or HKSI LE Papers 1…
Core skills
Relationship managementBusiness developmentInvestment portfolio analysisPrivate wealth management (PWM) processesAccount opening and maintenanceCredit quality management