Wealth Planning Manager

Duties:

  • 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

Requirements:

  • Degree holder or equivalent qualification at HKQF level 5, with 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 ARWP is an advantage
  • Candidate with less experience will be considered as Deputy Wealth Planning Manager

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 Communications Tower, 231-235 Gloucester Road, Wan Chai, Hong Kong, or fax to 2838 9209, or by clicking the Apply button.

"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 Peoples Republic of China)


Information :

  • Company : Bank of Communications
  • Position : Wealth Planning Manager
  • Location : Hong Kong
  • Country : HK

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Post Date : 2025-06-01 | Expired Date : 2025-07-01