Wealth Management Expert

4 days ago


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

Company Overview

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The Bank of Communications (Hong Kong) Limited is a leading financial institution in Hong Kong, committed to providing high-quality wealth management services to its discerning clients.

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Job Summary

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We are seeking an experienced Wealth Management Expert to join our team, responsible for managing a portfolio of high net worth clients and expanding our existing client base through effective marketing strategies.

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Key Responsibilities

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  • Provide full range of wealth management services to designated high-net-worth customers, including promoting investment and insurance products to fulfill their needs;
  • Expand the existing client base by exploring potential customers in the market;
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Requirements

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To be successful in this role, you will need:

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  • A degree holder or above, with minimum 5 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 ARWP is an advantage;
  • ECF achievement is the definite advantage;
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Candidates with more experience will be considered as Senior Wealth Management Expert.



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