About the role
FinEx AI summary
Provide professional financial planning and personalized wealth management services to high-net-worth Prestige Signature customers. Promote holistic wealth management to optimize new business opportunities and assist the team head in coaching Relationship Managers. Manage operational risk and ensure compliance with policies and guidelines.
Core skills
Financial PlanningWealth ManagementRelationship ManagementOperational Risk ManagementComplianceCoaching