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Wealth Planning Manager
4 weeks ago
Provide a full range of wealth management services to a designated portfolio of high-net-worth customers.Expand the existing client base by exploring potential customers in the market.Minimum Requirements
Degree holder or equivalent qualification at HKQF level 5.Minimum 3 years' experience in handling investment portfolios 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.
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