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Industrial Bank Co., Ltd.

私人銀行客戶經理

Central, Central and Western DistrictSales

About the role

FinEx AI summary

Develops and maintains private banking client relationships, assessing financial profiles and risk preferences to provide tailored wealth management and asset allocation advice. Also manages portfolios, executes investment transactions (FX, equities), ensures compliance, and requires 5+ years in finance including 3+ in private banking/wealth management; SFC licence and CFA/CPA preferred.

Core skills

private bankingwealth managementclient relationship managementbusiness developmentinvestment advisoryasset allocation and portfolio management

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