Manager of Wealth Management / Financial Planner ( Insurance and Financial Product )

Job level Entry
Work exp No work experience
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Not Specified
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Others
Others > Graduate Trainee
Sales / Business Development / Customer Service > Account Servicing
Published On 11/02/2021



  • Promote full range of wealth management products and services to high-net-worth customers
  • Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
  • Handle enquiries and provide professional total wealth management solutions to customers
  • Provide quality services and understand customers’ financial needs



  • University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics
  • With some sales experience would be an advantage
  • Strong interest in finance related
  • Proactive with excellent communication skills
  • Self-motivated, customer oriented and able to work under pressure
  • Proficient in both spoken and written Chinese, Putonghua is preferred


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