A successful WEALTH MANAGEMENT MANAGER leads new client acquisition and retention through a broad knowledge of savings, investments, insurance services and financial planning. This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth...

 

A successful WEALTH MANAGEMENT MANAGER leads new client acquisition and retention through a broad knowledge of savings, investments, insurance services and financial planning. This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution. Candidates are expected to focus on servicing portfolio of local high net worth individual and corporate clients, satisfy their needs through the deep market insights, and develop long-lasting relationship.

WEALTH MANAGEMENT MANAGER – EDP, Client Relationship and Business Development

Job level Entry
Work exp Minimum 5 Years
Education Bachelor Degree
Location
Not Specified
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Sales / Business Development / Customer Service > Business Development
Published On 20/07/2021

 

Your duties include but are not limited to :

 

  • Build trust with clients and effectively manage relations
  • Develop client base, manage client profile and ensure that they are properly maintained and serviced
  • Service local Hong Kong market / Mainland China market which based on candidates’ native language
  • Responsible for proposal and sale of wealth management, investment, insurance and retirement solution products
  • Ensure that the proposed products and services maximize the clients’ needs, goals and objectives

 

 

Qualification :

 

  • With over 5 years’ full-time work experience in business development and customer-oriented experience
  • Proven previous annual average income over HKD 312,000 ( below 39 years old ) – HKD 450,000 ( below 45 years old )
  • Bachelor degree or above in any discipline
  • Cantonese and Mandarin will be used in daily written and oral communication at work. Native Cantonese speaker / Mandarin speaker is preferred
  • Demonstrated understanding of wealth management, investments, banking concept would highly preferred

 

 

Remunerations :

 

  • Full ( 100% ) commission scheme of all kind products, new joiner allowance, on-target-bonus, exceed-target-bonus, ad-hoc bonus competitions, travel reward ( sponsored air ticket and accommodations )
  • Comprehensive and systematic ( both online and offline ) training on product knowledge ( eg, corporate financing, fund, trust, etc. ), soft skills ( eg, 1st time client approach, handle objections, close deal, etc. ), update market trend and other non-finance knowledge ( eg, medical techniques / different kind of illness, law, etc )
  • Sponsored licenses fee of new joiners’ required licenses
  • Fair and clear career path which only focus on everyone’s’ performance and development

 

 

All personal data will be used for recruitment purpose only.