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CICC

Wealth Management - Institutional Wealth Advisor

Hong Kong, Hong Kong SARFinance

About the role

FinEx AI summary

Develop and maintain relationships with high-net-worth clients and corporates, bring in new clients and assets, provide investment advisory, asset allocation, and execution services across various products, and assist with wealth planning. Requires at least 2 years of sales experience in banking or finance, relevant degree, and SFC licenses 1 and 4.

Core skills

Client ServiceSalesAsset AllocationInvestment AdvisoryTradingEquities

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