Financial Planning Director

1 week ago


Hong Kong Island, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time
Job Overview

The Wealth Planning Manager is responsible for delivering a full range of wealth management services to high-net-worth customers. This includes providing tailored investment advice, managing complex financial portfolios, and identifying new business opportunities.

Key Responsibilities
  1. Develop and maintain strong relationships with clients, understanding their unique financial needs and goals.
  2. Conduct thorough financial analyses to identify areas of improvement and create customized investment strategies.
  3. Collaborate with internal teams to ensure seamless service delivery and exceptional client experiences.
Minimum Requirements
  • Bachelor's degree or equivalent qualification at HKQF level 5.
  • A minimum of three years' experience in handling investment portfolios of affluent customers.
  • Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations required (Qualified under SFO for handling Regulated Activities Types 1 & 4).
  • Professional qualifications like CPA, ACCA, or CFA are advantageous.

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



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