About the role
FinEx AI summary
Assist private banking relationship managers in serving high net worth clients, including account opening documentation and basic banking and wealth management needs. Support business development and referrals from CITIC Group companies, ensuring risk disclosures are made. Requires knowledge of KYC, private banking products and SFC/IIQAS qualifications.
Core skills Relationship Management Private Banking Wealth Management KYC Account Documentation Insurance Products
Role details
Work style On-Site
Posted 13 Oct 2026
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