About the role
FinEx AI summary
The role involves building long-term client relationships, delivering KPIs, maximizing client assets, and ensuring compliance. You will work in the Wealth Management team for high net worth clients, developing investment strategies and client plans. Candidates need proven experience in advising HNW clients and fluency in English and Cantonese or Mandarin.
Core skills
Client AdvisingRelationship ManagementFinancial Markets KnowledgeRegulatory ComplianceSalesPortfolio Management