Finance Manager/ 財富管理經理

Job level Entry
Education Not applicable
Quarry Bay
Employment type Full Time
Benefits 5-day week, Flexible working hours, Performance bonus
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 04/03/2019

Fianance Manager/ 财富管理经理


Responsibilities :


  • Providing & Marketing comprehensive financial asset & risk management services to High Net Worth individuals based on HK.

  • Provide strategies for Chinese Market Development

  • Constant monitoring of investment portfolios, through a range of investment vehicles.

  • Develop and expand existing network through customer relationship management



We offer :


  • Monthly income HK$10,000 – HK50,000 + Attractive commission package + Year-end bonus + Comprehensive fringe benefits

  • Comprehensive training : provide you a good understanding of Wealth Management core business and structure, gain good insight of total client relationship management.

  • Leadership Training: Learn Leading Recruiting & Managing skills in order to let you fast track promotion to management level within 1 year.

  • Eligible applicants will be invited to join Premier Academy Program

  • Oversea Convention, qualifier will get full sponsored by company

  • Excellent performer will be praised on Advertorial





  • Degree holder in all discipline

  • Min 5 years working experience

  • PRC Business 操流利普通話者優先(歡迎國內交流生)

  • Mature, self-motivated, hardworking and willing to learn

  • Energetic and outgoing

  • Good interpersonal and communication skills

  • Fluent in Cantonese and English is a must, Mandarin is advance

  • Experience in banking industry or background in mainland will be an advantage






1. 开拓客户市场‚ 为香港及国内客户提供一站式财务规划服务

(涵括: 遗产规划; 家庭资产综合配置规划; 个人保障、退休组合配置规划。)

2. 做好客户的管理‚ 与客户保持良好沟通‚ 及时处理保险赔偿以及其他相关的后续服务。

3. 参与财富管理团队的建设‚ 并致力成为一名团队的管理人员。

4. 接受并完成相关的在职培训‚ 不断地自我提升专业能力。




1. 月薪由公司提供港币10,000 – 50,000的每月津贴+佣金+年终花红。

2. 专业金融知识培训, 帮助成为行业专才。

3. 香港及国内客户的一整套销售/ 转介系统。

4. 每年海外旅游奖赏

5. 良好的发展前景及晋升机会(可于一年晋升到管理团队)

6. 协助考取国际认可专业资格及荣衔




1. 持有高中及以上学历

2. 持有效香港身份证/ 可在香港工作的工作签证(欢迎新移民及IANG加盟) 

3. 有广泛个人兴趣及业余爱好。

4. 有良好国内人际网络优先

5. 能操流利普通话优先

6. 有志于金融行业发展, 有较强竞争意识和沟通能力优先


Interested parties please submit your resume by clicking .