About the role
FinEx AI summary
Develop the Premier customer base and manage client wealth by matching financial and investment products to their needs. Build long-term relationships, refer customers to specialists, and ensure compliance with audit, quality, and regulatory requirements. Requires a university education, client-facing experience, and fluency in Cantonese and English.
Core skills
relationship managementwealth managementfinancial marketssalescustomer servicecompliance