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Posted on 5d ago

Wealth Planning Manager

Bank of Communications (Hong Kong) Limited
  • Provide full range of wealth management services to a designated portfolio of high-net-worth customer.
  • Expand the existing client base by exploring potential customers in the market.
  • Degree holder or equivalent qualification at HKQF level 5.
  • Minimum 3 years' experience in handling investment portfolio of affluent customers.
  • Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations are required. (Qualified under SFO for handling Regulated Activities Types 1 & 4).
  • Professional qualification of CPA, ACCA or CFA is an advantage.
  • Candidate with less experience will be considered as Deputy Wealth Planning Manager.
More job information
Salary negotiable
Job Function
  • Banking · Financial Service - Investment
  • Banking · Financial Service - Client Service & Relationship Management
  • Banking · Financial Service - General · Others
Employment Term
  • Full-time
Education
  • Master's degree
  • Degree

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