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
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
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 ...