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Private Wealth Manager

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

Key Responsibilities:

  • Design and execute comprehensive wealth plans for discerning clients, leveraging expertise in investment products, tax optimization, and estate planning.
  • Build and maintain a robust network of professionals, including lawyers, accountants, and other specialists, to ensure seamless client support.
  • Foster a culture of excellence within the team, promoting knowledge sharing, innovation, and teamwork.
  • Maintain accurate records and reports, adhering to regulatory requirements and internal policies.

Requirements:

  • Bachelor's degree or equivalent qualification at HKQF level 5, preferably in Finance, Economics, or related field.
  • At least 3 years' experience in handling investment portfolios of affluent customers, with a proven track record of success.
  • Professional certifications such as MPF, Insurance, Securities, and Futures Intermediaries Examinations are required. Qualified under SFO for handling Regulated Activities Types 1 & 4.
  • Postgraduate qualifications like CPA, ACCA, or CFA are advantageous.