Wealth Management Manager

Job Nature:
- Identify High-Net-Worth clients needs and provide professional, comprehensive financial advice
- Provide Risk Management, Wealth Protection, Investment, Retirement planning services
- Corporate solution planning and employee benefits solutions for corporate clients
- Update clients with financial news and benefits
- Provide quality after-sales services to maintain good customer relationship
Job Descriptions
- Comprehensive analysis of the "investment, insurance, taxation, retirement, inheritance"
- Design wealth management strategies and connect with financial, medical and other institutional networks
- Master the latest appropriate financial knowledge and political economy news; closely follow market information and social media operations
- Expand professional fields and resume qualifications (such as company medical, employee benefits; MDRT, CFP)
- Participate in team management (such as seminars, operational decisions, development trends)
Entry Requirements Job Requirements
- Bachelor's Degree or above
- Hong Kong permanent residents / IANG / high talents with various visas
- Actively independent and meticulous, interested in financial planning
- Good Chinese writing and speaking skills (Cantonese/ Mandarin); English ability is also an advantage
- Having experience in banking/finance/marketing will be an advantage
We offer:
- Well structured and comprehensive training programs
- 1 to 1 mentorship
- On going professional development programs
- Basic salary plus attractive commission package and comprehensive fringe benefits
Job Highlights

- Flexible work hours, fair and quick promotion, continuous quality training
(such as overseas meetings, exclusive concerts, business trips, and appreciation banquets)