About the role
FinEx AI summary
Acquire and grow the high net worth individual customer base through effective relationship management, with focus on Mainland Chinese clients. Manage client accounts, coordinate portfolio solutions with product specialists, and ensure compliance with CDD, KYC and anti-money laundering requirements. Participate in marketing activities and coach bank staff on wealth management products.
Core skills
Relationship ManagementHigh Net Worth ClientsFinancial AnalysisInvestment ProductsPortfolio SolutionsBusiness Development