International Private Bank, Hybrid Professional - China Market, Associate
Hong Kong SARFinance
About the role
FinEx AI summary
Support client advisors in daily operations for ultra-high-net-worth clients, including account administration, onboarding, KYC, suitability assessments, and trade execution. Manage documentation and act as a primary contact for client servicing.
Core skills
client account administrationaccount onboardingKYCsuitability assessmenttrade life cyclerisk disclosures
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