About the role
FinEx AI summary
Full-time on-site role managing client investment portfolios, providing financial advice and planning, and developing tailored wealth management solutions. Duties include assessing client needs, researching markets, preparing investment proposals, and monitoring client investments. Requires a university, associate degree or higher diploma, with training provided for licensing exams.
Core skills Wealth Management Financial Advisory Financial Planning Portfolio Management Market Research Investment Products
Role details
Work style On-Site
Posted 10 Nov 2026
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Wealth Management - Fintech Specialist (Client Development and Management）
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