About the role
FinEx AI summary
Client Advisor role on the Morgan Direct digital investment team serving Hong Kong retail investors. Involves client onboarding and product enquiries, needs-based sales, and partnering with Marketing to run acquisition and retention campaigns. Requires analysis of client and market trends with Product, Technology and Operations teams.
Core skills
Asset ManagementWealth ManagementBankingClient Relationship ManagementSalesDigital Investment Platforms