About the role
FinEx AI summary
Provides investment advisory, sales coaching and training to support high net worth clients' portfolios and district investment planning. Ensures compliance with legal and regulatory requirements while building relationships across branches and teams.
Core skills Investment Advisory Investment Sales Wealth Management Portfolio Analysis Financial Markets HKSI Licensing
Role details
Work style On-Site
Posted 2 Nov 2026
Sales
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Senior Wealth Management Advisor (Insurance Specialist), RBD
Industrial and Commercial Bank of China (Asia) Limited
Central, Central and Western District · HK$55,000–70,000/mo (AI-estimated)
Sales
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Wealth Management - Private Wealth Advisor - HK
CICC
Hong Kong, Hong Kong SAR · HK$66,500–83,500/mo (AI-estimated)
Sales
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Wealth Management - Private Wealth Director - HK
CICC
Hong Kong, Hong Kong SAR · HK$100,000–150,000/mo (AI-estimated)
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