Asset & Wealth Management, Wealth Management Professional - Outreach, Analyst / Associate, Hong Kong
Hong Kong, Hong Kong SAROperations
About the role
FinEx AI summary
Supports Private Wealth Management clients and Sales teams with onboarding, maintenance, and remediation requests. Ensures account documentation accuracy and compliance while acting as a single point of contact for queries.
Core skills
Client ServiceAccount DocumentationClient Identification ProgramRegulatory RequirementsSFC Paper 1Mandarin
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