Financial Adviser/ Wealth Management Manager

Job level Entry
Education Bachelor Degree
Eastern District
Employment type Full Time
Benefits Flexible working hours, Performance bonus, Travel allowance
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Asset Management
Banking / Finance > Others
Published On 02/03/2020

Job Description

  1. 分析及評估客戶的理財狀,為客戶提供廣泛的理財計劃
  2. 與客戶持續維持互信與良好關係
  3. 擴闊客戶群以拓展事業


  1. Establish and manage professional financial planning
  2. Building strong relationships with clients
  3. Identify clients' needs and establish appropriate plans/schemes


Skills & Requirements

  1. 大學畢業或同等學歷程度以上
  2. 良好的溝通及表達技巧
  3. 能操流利廣東話、具普通話及英語基礎
  4. 對工作充滿熱誠、積極、主動、具自發性
  5. 香港永久居民或持有香港有效工作簽證的海外人仕 (歡迎應屆畢業生)

  1. Bachelor Degree or above in all disciplines
  2. Good interpersonal and communication skills
  3. Fluent in Cantonese or Mandarin, and English
  4. Passionate, independent, self-motivated, hardworking and willing to learn
  5. Fresh graduates & IANG VISA holders are welcome to apply




  1. 專業進修綜合培訓計劃
  2. 有薪及佣金
  3. 提供海外會議機會
  4. 為畢業生和經驗較少的提供職業培訓計劃
  5. 良好醫療福利


  1. Comprehensive training programs for professional advancement 
  2. Attractive remuneration package and commission
  3. Oversea conference opportunities offer
  4. Professional training program on job provided to fresh graduates and less experienced individuals
  5. Medical benefits



Interested candidates, please submit your CV by clicking "Apply Now"!