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Altruist Financial Group Limited

Private Wealth Relationship Manager

Hong KongFinance

About the role

FinEx AI summary

The role involves managing a portfolio of high net worth clients, providing wealth management solutions, business development, and working with the investment team. Requires 5+ years in banking/wealth management and SFC qualifications.

Core skills

Wealth ManagementHigh Net Worth Client ManagementBusiness DevelopmentClient AcquisitionInvestment Asset AllocationRisk Management

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