About the role
FinEx AI summary
Client manager in the Private Wealth Management Department for Golden Sunflower clients: maintain relationships, provide cross-border financial solutions, coordinate with mainland CMB branches, sell products, and refer qualified clients to private wealth management. Requires bachelor’s degree, 1+ years of retail/private wealth management experience, English and Mandarin, and mainland business travel.
Core skills
relationship managementprivate wealth managementretail bankingfinancial product salescross-border financial servicesclient needs analysis