Wealth Management Manager

Job Description: 

- Assess clients’ financial situations by conducting financial needs analysis

- Analyse and provide total package of financial services planning 

- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:  

1. Risk Management

2. Retirement Planning

3. Asset Allocation

4. Estate Planning

- Build up close business relationship with clients and review their financial portfolios

- Build up and manage financial planning team

We look for: 

- Degree holder in all discipline (Fresh graduates will also be considered)

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

- Energetic, passionate and outgoing

- Good interpersonal and communication skills

- Fluent in Cantonese or Mandarin, and English

- Experience in banking industry will be an advantage

We Offer: 

- Expected salary per year: HKD 550,000 or above

- Professional training and mentor program (Pre-job and on-job training on how to be MDRT qualifier)

- Excellent career path to management level

- Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits

- Overseas trips and conventions

- IIQE Paper 1 & 3 Licensing Training