PRIVATE Wealth Manager

Job level Entry
Work exp 1 Year To 5 Years
Education Bachelor Degree
Skill Work independently and within a team, Social Networking, - Good communication and interpersonal skills, Passionate, positive attitude & self-motivated
Language Chinese - Cantonese, Chinese - Mandarin, English
Hong Kong Island Hong Kong
Employment type Full Time
Benefits 5-day week, General holidays, Insurance plan, Medical plan, Performance bonus, Stock option, Travel allowance, Year-end bonus
Industry Financial Services
Job function Banking / Finance > Account / Relationship Management
Sales / Business Development / Customer Service > Business Development
Banking / Finance > Private Banking / Wealth Management
Published On 27/11/2016 2016-11-27
Salary (HKD) $20,000 - $25,000 20000 25000



  • Candidate should develop and deepen client relationships to thoroughly understand the client situation and develop tailored wealth management strategies.
  • Develop expertise in global financial markets and products, apply to clients' portfolios and needs.
  • Profile and qualify prospective clients, ensuring compliance with all legal and regulatory requirements.
  • Determine prospect needs; interview client to determine assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Analyze clients' financial status, develop financial plans and discuss solutions with clients.
  • Identify and present insightful ideas and solutions to convert prospects to clients.
  • Develop and implement client wealth management strategy.
  • Maintain contact with client to modify planning based on needs of client or changes in investment markets.
  • Establish, maintain and expansion of relationship with High Networth PRC clientele.
  • Customer satisfaction is paramount for the success on this position


  • Lucrative bonus package exceeding two-months income
  • Incentive Trips will be acclaimed – twice a year
  • Official recognition from worldwide acknowledged Million Dollar Round Table association.
  • Fast promotion to managerial position to supervise 6 or more team individuals



  • Bachelor Degree holder in finance, business or related discipline
  • Relevant working experiences in front-line and support role, especially preferred in the investment and financial industry
  • Strong knowledge of banking products
  • High level of customer service with good interpersonal, problem solving and presentation skill
  • Proactive and creative
  • Ability to influence and persuade others
  • P.R.C business - Putonghua is preferable
  • Mainland Exchange Study and Postgraduates are welcome to apply



If you are driven to succeed and your talents suit the positions above, apply now. Please email your resume (including present and expected salaries / compensation) to aliena-wl.leung@aia.com.hk

All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. We do not assume any risks of disclosure of personal information prior to receipt of applications.