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Posted on 2023-03-31
Wealth Planning Manager
Job Matcher- 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.
The above post requires proficiency in English, Cantonese and Putonghua.
We offer attractive remuneration package to the right candidates. Please send your full resume with expected salary to The Human Resources Manager, Bank of Communications Co., Ltd., 10/F, Bank of
Data held by the Bank relating to employment applications will be kept confidential and used only for consideration of applications. The bank may also refer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available upon request.
Bank of Communications (Hong Kong) Limited is a wholly owned subsidiary of Bank of Communications Co., Ltd. (Incorporated in the People's Republic of China)
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Company Overview
Proactive, Dedicated and Innovative
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.
