About the role
FinEx AI summary
Delivery of portfolio-oriented investment solutions to HSBC Private Bank clients and prospects. Assesses client needs, develops and communicates investment strategy, coordinates advice and execution, and monitors portfolio performance against risk profiles. Updates clients and Relationship Managers on investment opportunities.
Core skills Private Banking Portfolio Advisory Investment Strategy Client Relationship Management Sales Analytical Skills
Role details
Work style On-Site
Posted 14 Oct 2026
Finance
↗
贸易融资产品经理 - 公司银行市场规划部
China Merchants Bank Co., Ltd., Hong Kong Branch
Hong Kong · HK$50,000–75,000/mo (AI-estimated)
Finance
↗
零售产品经理（财富管理）- 资产配置顾问 - 私人财富管理部
China Merchants Bank Co., Ltd., Hong Kong Branch
Hong Kong · HK$55,000–80,000/mo (AI-estimated)
Finance
↗
MCM, Local Corporates, Client Coverage, CCIB
Standard Chartered
Hong Kong SAR · HK$55,000–150,000/mo (AI-estimated)
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