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CICC

Wealth Management - Client Development and Management Specialist

Hong Kong, Hong Kong SAROther

About the role

FinEx AI summary

Coordinate departmental business plans, facilitate communication with sales teams, drive cross-functional workflows, assist in new business projects, and explore strategic partnerships with banks and brokerages. Requires a bachelor's degree, 2 years in finance, and fluency in Mandarin and English.

Core skills

Business DevelopmentWealth ManagementFinTechCommunicationProject ManagementRisk Management

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