CICC

Wealth Management - Private Wealth Advisor - HK

Hong Kong, Hong Kong SARSales

About the role

FinEx AI summary

Develop and maintain relationships with high-net-worth individuals, families, family offices and corporates. Provide asset allocation advice, investment consulting and post-investment services to drive product sales and transactions.

Core skills

Wealth ManagementHigh-Net-Worth IndividualsAsset AllocationInvestment AdvisoryProduct SalesClient Relationship Management

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