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CICC

Wealth Management - Fintech Specialist (Client Development and Management)

Hong Kong, Hong Kong SARFinance

About the role

FinEx AI summary

Coordinate departmental business needs and develop business plans aligned with company strategy. Support sales team optimization projects, cross-functional communication, and new business initiatives including market research and system testing. Explore strategic partnerships with banks and brokerages and drive cooperation agreements.

Core skills

Business DevelopmentWealth ManagementFinTechMarket ResearchProcess MappingSystem Testing

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