Wealth Management Manager
Basic information
• Work location: Hong Kong (Hong Kong)
• Work nature: Full Time (Full-time)
• Work experience: 1 to 3 years of relevant industry experience is preferred, outstanding recent graduates/holders of valid Hong Kong visa are eligible for interview
• Educational requirements: Bachelor Degree or above
Job Highlights
1. Competitive salary system, base salary + generous commission + year-end bonuses, industry-leading income space
3. Transparent and fair promotion channel, you can be promoted to the management layer within 1 year, and you can build your own team
4. Welcome IANG/Outstanding Talent/High Talent/Dependent visa holders, supporting Hong Kong career development
5. Flexible work hours, work-life balance, annual overseas travel, and generous performance bonuses
Job Responsibilities
1. For Hong Kong and Mainland high net worth individuals and corporate clients, we will conduct a comprehensive analysis of their financial needs and asset situation, and provide a one-stop professional wealth management solution that covers asset allocation, fund investment, insurance planning, retirement pension, wealth inheritance, and tax planning.
2. Develop high net worth customer resources, maintain long-term stable customer relationships, provide end-to-end post-purchase follow-up services, and enhance customer satisfaction and loyalty
3. Keep abreast of Hong Kong and global financial market dynamics, conduct in-depth research on various wealth management products and investment tools, and provide professional market analysis and investment advice to customers
4. Participate in team building and management, assist the team in achieving its performance targets, and communicate professional wealth management concepts and service standards
5. Continuous professional development and certification (CFP, CFA, MDRT, etc.), to enhance your own professional service level
Job Requirements
1. Bachelor's degree or above, finance, economics, accounting, management, etc. related professional background is preferred, but those with no relevant professional background but strong interest in the wealth management industry can also apply
2. Hold a valid Hong Kong work visa (Hong Kong permanent residents, IANG, Talent, Talent, Dependent visa)
3. Fluent Mandarin + Cantonese, good English communication skills are preferred
5. Integrity and honesty, sense of responsibility, good professional ethics and service awareness, and willingness to deepen the wealth management industry
6. Applicants with banking, securities, insurance, trust, and other financial industry-related work experience are preferred.
1. Salary: Competitive base salary + high commission percentage + performance bonus + year-end bonuses, with a first-year salary of HKD500,000+
3. Holiday benefits: statutory public holidays, paid annual leave, birthday leave, sick leave, etc. Comprehensive leave system
4. Extra incentives: Annual overseas travel incentives, peak performance summit, professional training allowance, team building activities
5. Career development: Clear management layer + expert dual promotion path, supporting personal long-term career planning
Application method
Applicants should directly submit their resume through the Offers Today platform, suitable candidates will be interviewed as soon as possible, and we look forward to your excellent addition to our wealth management team!
