Responsibilities:

• 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.

Requirements:

• Degree holder or above, with minimum 7 years' experience in handling investment portfolio 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.
• Candidates with less experience will be considered as Customer Relationship Manager.