Build relationships with RM teams from financial institutions to drive client referrals and onboarding onto the EAM platform. Support partner RMs through KYC/AML, account opening, and trade coordination, while monitoring client performance. Bachelor's degree and 5+ years of relevant experience required; HKSI licenses and bilingual proficiency in English and Chinese essential.
Core skills
Relationship ManagementBusiness DevelopmentKYC/AMLAccount OpeningHKSI Type 1HKSI Type 4
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