About the role
FinEx AI summary
Wealth Management client account role in Hong Kong supporting client advisors, processing client orders and transactions, resolving issues, and completing administrative client-related processes. Requires banking operations knowledge, private client experience, HKSI or SFC Type 1 qualification, and Cantonese/Mandarin.
Core skills
banking operationsprivate client servicingclient order processingtransaction processingcomplex troubleshootingHKSI Paper 1, 7, 8