Job Responsibilities Provide a full range of wealth management services to a designated portfolio of high-net-worth customers. Expand the existing client base by exploring potential customers in the market. Minimum Requirements Degree holder or equivalent qualification at HKQF level 5. Minimum 3 years' experience in handling investment portfolios 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 CPA, ACCA, or CFA is an advantage. Candidate with less experience will be considered as Deputy Wealth Planning Manager. #J-18808-Ljbffr