Wealth Planning Manager

• 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.

Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong.

With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where they are.

More job from the company