Wealth Management Consultant

5 days ago


Hong Kong Island, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time
About the Role

We are seeking an experienced Wealth Planning Manager to join our team. As a key member of our wealth management department, you will be responsible for providing expert guidance to our high-net-worth clients on all aspects of wealth planning.

Key Responsibilities
  1. Provide comprehensive wealth planning solutions to clients, including investment advice, tax planning, and estate planning.
  2. Develop and implement customized financial plans that align with clients' goals and objectives.
  3. Maintain regular communication with clients, ensuring they are informed and up-to-date on market trends and investment opportunities.
Requirements
  • Degree holder or equivalent qualification at HKQF level 5.
  • A minimum of three years' experience in wealth management or a related field.
  • Relevant professional certifications, such as MPF, Insurance, Securities and Futures Intermediaries Examinations (Qualified under SFO for handling Regulated Activities Types 1 & 4).
  • Professional qualifications like CPA, ACCA, or CFA are highly valued.

Candidates with less experience may be considered for the role of Deputy Wealth Planning Manager.



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