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.
更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
僱用形式
  • 全職
教育程度
  • 碩士
  • 學士

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