Private Wealth Manager
OCBC Wing Hang Bank Limited
Hong Kong, Hong Kong
8小时前
source : EFinancialCareers Ltd.

Responsibilities :

  • Serve and provide wealth management services to private wealth segment customer
  • Promote various wealth business products including investment and insurance base on customer need
  • Provide regular account review for private wealth segment customer to align with compliance requirements
  • Achieve assigned target and KPI from bank directives
  • Requirements :

  • University degree in Finance, Economics or related disciplines
  • Minimum 5 years’ experience in handling affluent customers
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CFA or CFP qualifications
  • Strong sales driven and result-oriented
  • Proficiency in both written and spoken English, Chinese and Putonghua
  • 申請
    添加至收藏
    從收藏夾中刪除
    申請
    郵箱地址
    通過點擊“持續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。
    持續
    申請表