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