Wealth Management Manager (around 15K-50K)

Job level Middle
Work exp Minimum 3 Years
Education Not applicable
Location N/A
Employment type Full Time
Benefits Flexible working hours, Performance bonus
Industry Insurance
Job function Banking / Finance > Credit
Management > General Management
Marketing / Public Relations > Marketing - Brand / Product Management
Published On 26/09/2017

*Special Package for China background candidates (IANG)
*Special Bonus paid per year for three consecutive years

We Offer:

  • Excellent path and training to become MDRT members
  • Earn more than HK$ 500,000 per annum in the first year (Monthly allowance + Attractive commission package + year-end bonus)
  • One year fast-track promotion program
  • Attractive remuneration & fringe benefits
  • Local professional training and opportunities for overseas conventions
  • Self learning opportunities to achieve professional destinations (CFP, RFP,RFC & ChFC etc)

Job Description:

  • Communicate & identify financial needs for clients
  • Analyze and provide total package financial services planning
  • Regularly follow up & review with clients
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning
  • MPF & corporate group business services


  • Hong Kong ID card holder
  • Degree holder in all discipline (Fresh graduates in Master degree/ IANG will also be considered)
  • Mature, aggressive, self-motivated and result-oriented
  • Minimum 3 years working experience
  • Experience in banking industry or having Mainland background will be an advantage
  • Be integrity, responsible and commitment to the team’s objective
  • Team-player
  • PRC candidates with valid working visa in HK will be considered

Interested candidates please send your application with full resume by clicking 'Apply Now'. All application will be treated in strict confidential and personal data collected will be used for recruitment purposes only.