About the role
FinEx AI summary
Provide wealth management services to a portfolio of high-net-worth clients, promoting investment and insurance products. Expand the client base by seeking potential customers. Requires a degree and at least five years' experience with affluent clients' investment portfolios.
Core skills Wealth Management Investment Products Insurance Products Client Relationship Management Business Development MPF
Role details
Work style On-Site
Posted 21 Sep 2026
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