About the role
FinEx AI summary
Manage and develop relationships with SME and corporate clients to drive business growth, promoting insurance and investment products while meeting financial targets. Collaborate with internal partners on credit, compliance, and risk matters. Requires at least five years of relevant client-facing banking experience and relevant HKMA and Insurance Authority licenses.
Core skills
Client Relationship ManagementBusiness DevelopmentSME BankingTrade FinanceCash ManagementLending