This offer job is expired.

Wealth Planning Manager

Bank of Communications - Expires on Jan 27, 2015
  • Country
  • Location
  • Job Type
  • Experience
  • Eligibility
  • Hong Kong
  • Not specified
  • Permanent - Full Time
  • 3+ years
  • Expat and local
Consulting / Strategy
Job Category
Banking / Financial Services

Job Description

  • Provide full range of wealth management services to a designated portfolio of high-net-worth customer
  • Expand the existing client base by exploring potential customers in the market

Job Requirements

  • Degree holder or above, with 3 years’ experience in handling investment portfolio of affluent customers
  • Passes in MPF, Insurance and Securities Intermediaries Examinations (Qualified under SFO for handling Regulated Activities Type 1 & 4)
  • Possession of CFA or CFP qualifications is a definite advantage

About the recruiter

Bank of Communications

Founded in 1908, Bank of Communications Co., Ltd. (Stock codes: A shares 601328, H shares 03328) is one of the banks with longest history in China as well as one of the note-issuing banks in modern ...

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