About the role
FinEx AI summary
The role provides FX advisory and execution services to high net worth clients, working with relationship managers to meet business objectives. It involves advising on risk management, coordinating product introductions, and updating sales teams on FX market developments. Requires at least 6 years of relevant FX sales experience and compliance with SFC/HKMA regulations.
Core skills
FX salesAdvisoryRisk managementProduct knowledgeClient relationship managementSecurities and Futures Ordinance compliance