About the role
FinEx AI summary
Supports Treasures relationship managers with account opening, documentation, inquiries and administrative tasks. Helps promote and explain investment products, prepares sales materials, and identifies customer needs for follow-up.
Core skills
Account ServicingCustomer ServiceAdministrative SupportSales SupportFinancial ProductsInvestment Products
Finance
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Relationship Manager, Wealth Management
Bank Of China (Hong Kong) Limited
Hong Kong · HK$35,000–50,000/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
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Investment Consultant , Product and Investment, Private Banking Department
Industrial and Commercial Bank of China (Asia) Limited
Central, Central and Western District · HK$57,000–70,000/mo (AI-estimated)