About the role
FinEx AI summary
Responsible for identifying, developing and maintaining major private banking client relationships and advising on investments based on their needs and risk profiles. Conducts regular reviews of client accounts and portfolios and ensures strict compliance with procedures and guidelines. Requires at least 8 years' relevant banking experience and HKSI licensing.
Core skills private banking client relationship management investment advisory credit risk control marketing
Role details
Work style On-Site
Posted 2 Oct 2026
Finance
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