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CICC

Wealth Management - Private Wealth Advisor

Hong Kong, Hong Kong SARSales

About the role

FinEx AI summary

Develop and maintain relationships with high-net-worth individuals and family offices. Provide asset allocation advice, investment consulting and post-investment services. Leverage CICC resources to meet clients' diversified financial needs.

Core skills

Wealth ManagementAsset AllocationInvestment AdvisoryClient Relationship ManagementFinancial MarketsSFC License

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