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EBRO EXECUTIVE SEARCH LIMITED

(Senior) Wealth Management Manager / Trainee

Company Overview

Ebro is a professional HR consultancy providing permanent / temporary recruitment, outsourcing services and other HR solutions to corporates in the Asia Pacific. Our specialized areas:

  • Banking & Finance
  • Property & Construction
  • Information Technology
  • Engineering
  • Legal & Professional Services
  • Luxury Retail
  • Top Executives

For general enquiry, please send email to [email protected]

 

The Job

  • Client: A sizeable Insurance Company
  • Position: (Senior) Wealth Management Manager 
  • Responsibilities:
    • Business development through pro-actively acquiring new customers, understanding their needs and recommends the best solution to achieve their targets;
    • Maintaining relationship with existing clients, reviewing performance of their portfolio and providing updates on new products
  • $20K+ (Basic salary + Allowance + Commission), 5-day, Medical, Bonus, Incentives

 

Requirements

  • Tertiary educated preferred
  • Relevant wealth management / financial planning experience gained with banks or insurance companies highly preferred but not a must
  • Outgoing, pro-active and result-oriented
  • Excellent communication and interpersonal skills
  • Good command of English and Chinese (Cantonese, Putonghua)
  • Fresh graduates / New immigrants through Top Talent Pass Scheme / HK residents holding IANG visa are welcome.
  • Training will be provided to candidates without previous wealth management experience to obtain IIQE qualification

 

How to Apply

Applicants please send resume with current & expected salary to Apply Now

Job details

Work Exp
No work experience – 15 Years or above
Education
F.5 - F.7 or DSE
Industry
Insurance / Pension Funding (MPF)
Job Function
Banking / Finance > Private Banking / Wealth Management, Banking / Finance > Retail Banking / Branch Banking, Insurance > Insurance Agent / Broker
Language
Chinese - Cantonese, Chinese - Mandarin, English
Location
Within Hong Kong
Employment Type
Permanent
Benefits
5-day week, Competitive pay, Medical plan, Performance bonus
Published On
27 Jul 2026
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