International Private Bank, UHNW Investor, Hong Kong Market, Executive Director
Hong Kong SARFinance
About the role
FinEx AI summary
Lead investor for key UHNW client relationships in the Hong Kong private banking business, providing investment advice and solutions to help bankers win and deepen client relationships. Conduct investment reviews, prepare product recommendations, and communicate bank views to meet clients' financial objectives. Partner with private bankers and adhere to legal and compliance requirements.