About the role
FinEx AI summary
Supports private banking relationship managers in serving high-net-worth clients by executing transactions, handling account opening and documentation, preparing sales monitoring reports, and ensuring compliance. Requires a degree, at least three years of banking/financial services experience, SFO and IIQE qualifications, and knowledge of investment products and banking procedures. ECF qualification preferred.
Core skills Client transaction execution Account opening procedures Documentation preparation and collection Sales monitoring reporting Regulatory compliance Wealth management product sales
Role details
Work style On-Site
Posted 4 Nov 2026
Finance
↗
Product Manager (Investment Product), Retail Banking and Wealth Management, RBD
Industrial and Commercial Bank of China (Asia) Limited
Central, Central and Western District · HK$55,000–80,000/mo (AI-estimated)
Finance
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MPF & Wealth Management Specialist(4-Day Work)
AXA China Region Insurance Company Limited
Tsim Sha Tsui, Yau Tsim Mong District · HK$40,000–70,000/mo (AI-estimated)
Finance
↗
Assistant Manager to Manager, Risk Control & Support, Private Banking Dept.
Industrial and Commercial Bank of China (Asia) Limited
Central, Central and Western District · HK$40,000–50,000/mo (AI-estimated)
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