刊登於 2日前
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.
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