WRISE

Day-to-day tasks include client consultations, financial analysis, investment research, product selling and execution of wealth management strategies. Relevant certifications such as IA, SFC, CFP, CFA, or similar Bachelor's degree in Finance, Economics, Business, or related field Experience in wealth management or financial advisory roles Show less [{"type":"people_also_viewed","href":"https://hk..com/jobs/view/manager-transformation-financial-services-wealth-management-at-kpmg-china-3845323715","jobId":"3845323715","label":"Manager, Transformation (Financial Services, Wealth Management)"},{"type":"people_also_viewed","href":"https://hk..com/jobs/view/wealth-planner-at-hsbc-4371274942","jobId":"4371274942","label":"Wealth Planner"},{"type":"people_also_viewed","href":"https://hk..com/jobs/view/welab-bank-senior-officer-wealth-management-operations-stock-operations-at-welab-bank-4320901277","jobId":"4320901277","label":"WeLab Bank - Senior Officer, Wealth Management Operations (Stock Operations)"},{"type":"people_also_viewed","href":"https://hk..com/jobs/view/welab-bank-officer-senior-officer-wealth-management-operations-mutual-funds-at-welab-bank-43298...

Day-to-day tasks include client consultations, financial analysis, investment research, product selling and execution of wealth management strategies. Relevant certifications such as IA, SFC, CFP, CFA, or similar Bachelor's degree in Finance, Economics, Business, or related field Experience in wealth management or financial advisory roles Show less [{"type":"people_also_viewed","href":"https://hk..com/jobs/view/assistant-dealing-manager-wealth-management-at-clsa-4370651247","jobId":"4370651247","label":"Assistant Dealing Manager, Wealth Management"},{"type":"people_also_viewed","href":"https://hk..com/jobs/view/assistant-finance-manager-retail-broking-wealth-management-finance-at-clsa-4370616157","jobId":"4370616157","label":"Assistant Finance Manager - Retail Broking & Wealth Management, Finance"},{"type":"people_also_viewed","href":"https://hk..com/jobs/view/%E8%B4%A2%E5%AF%8C%E7%AE%A1%E7%90%86%E7%BB%8F%E7%90%86-hk-at-cjol-com-4164847257","jobId":"4164847257","label":"财富管理经理 (HK)"},{"type":"people_also_viewed","href":"https://hk..com/jobs/view/%E8%B4%A2%E5%AF%8C%E7%AE%A1%E7%90%86%E7%BB%8F%E7%90%86-%E5%85%A8%E5%9B%BD-at-cjol-com-4164692277","jobId":"4...