About the role
FinEx AI summary
Support client advisors and the front office by processing client orders, ensuring administrative tasks are completed, and handling daily transactions and troubleshooting. The role requires knowledge of banking operations and experience with private clients, strong attention to detail, and fluency in English and Cantonese/Mandarin. Relevant qualifications such as HKSI papers or Type 1 license are…
Core skills
banking operationsprivate client handlingclient advisor supportcomputer skillsteam playerattention to detail