About the role
FinEx AI summary
As Executive Relationship Manager / Assistant Vice President at Swiss Privilege by AXA, you advise high-net-worth clients with tailored investment and insurance solutions. Responsibilities include developing client relationships, driving referrals, and ensuring compliance. Requires banking or insurance experience, a degree, and IIQE/HKSI licenses.
Core skills
High-Net-Worth client managementInvestment solutionsInsurance solutionsBusiness developmentRelationship managementReferral generation