- Provide full range of wealth management services to high-net-worth customer;
- Exploring potential customers in the market.
- Degree holder or above, with minimum 5 years’ experience in handling investment portfolio of affluent customers;
- Passed in MPF, Insurance, Securities and Futures Intermediaries Examinations are requisite. (Qualified under SFO for handling Regulated Activities Types 1 & 4);
- Professional qualification of CPA, ACCA or CFA is an advantage.