About the role
FinEx AI summary
Provide customized asset allocation and product recommendations for high-net-worth clients, analyzing portfolios against market conditions and risk tolerance. Deliver market updates, research and briefings to relationship managers. Requires 8-10 years of investment advisory experience and fluency in English and Cantonese.
Core skills Asset Allocation Investment Advisory Portfolio Analysis Risk Tolerance Assessment Market Research Investment Products
Role details
Work style On-Site
Posted 29 Sep 2026
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