Management Associate, Wealth Management Manager

Job level Entry
Work exp Less than 1 year To 15 Years or above
Education Bachelor Degree
Within Hong Kong
Employment type Full Time
Industry Financial Services
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Risk Management
Banking / Finance > Private Banking / Wealth Management
Published On 08/10/2018

Job Descriptions

To maintain a close relationship with clients, and to regularly monitor and review their portfolio

To provide professional and comprehensive financial advice to clients including:

  • Investment portfolio management
  • Retirement management
  • Savings management
  • Wealth management
  • Risk management
  • PRC business & CIES (Capital Investment Entrant Scheme) planning

To develop and manage professional financial planning team:

  • Team management
  • Strategies for team building
  • Learning recruiting and managing team
  • Coaching team


  • Degree holder in all discipline (Fresh graduates will also be considered)
  • Fluent in Cantonese and English is a MUST, Mandarin is an advantage.
  • Good interpersonal and communication skills
  • Mature, self-motivated and hardworking
  • Goal oriented and willing to work in a challenging environment
  • Fresh graduates are welcome to apply.
  • PRC business 操流利普通話者優先 (歡迎國內交流生)


  • Guarantee base salary up to HKD50,000
  • One year fast-track Promotion Program to Assistant Unit Manager 
  • Monthly Allowance plus Attractive Commission and Performance Bonus
  • Overseas Convention

Interested candidates please send your resume with present and expected salaries to
Mr. Steven Kee