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Welab Bank Limited

Manager, Wealth Advisor

Quarry Bay, Eastern DistrictFinance

About the role

FinEx AI summary

This role manages and grows a customer portfolio by delivering personalised wealth management and financial planning services, and building long-term customer relationships. Candidates should thrive in a fast-paced, agile environment.

Core skills

Wealth managementFinancial planningCustomer portfolio managementCustomer relationship managementAgileProblem solving

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