Assistant Relationship Manager at moomoo
### Key Responsibilities
Develop and maintain long-term relationships with affluent and high-net-worth clients through regular, in-depth and needs-based engagement. Understand clients’ financial objectives, investment preferences, risk tolerance, liquidity needs and wealth planning requirements
Provide suitable wealth management and asset allocation solutions in accordance with clients’ needs, risk profiles, applicable regulations and internal policies. Support the growth and retention of client assets through professional and client-centred service
Identify high-potential client opportunit…
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