Please visit for more details.

Please visit for more details.

Wealth Management Manager / Trainee

Job level Entry
Work exp No work experience To 3 Years
Education Bachelor Degree
Professional Qualification IIQE, CFP, SFC
Skill fast learning, communication, interpersonal
Language Chinese - Cantonese, Chinese - Mandarin, English
Location Hong Kong Island
Employment type Permanent
Benefits 5-day week, Medical plan, Staff loan, Stock option, Year-end bonus
Industry Banking
Job function Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Account / Relationship Management
Banking / Finance > Investment & Securities
Published On 25/09/2016
Salary (HKD) $15,000 - $25,000

Take the Challenge

A team of elites which put business focus on investment and retirement planning for high net worth clients. To cope with the team's development in Hong Kong and China, we would like to invite candidates who want to sucess in finance industary and join us as a Wealth Management Manager.


Job Duties

As a Wealth Management Manager, you have to help individuals to plan and manage their goals and futures. You have to closely monitor the portfolios to make them be balanced between risk and return. Also, keep the best relationship with clients to obtain new customers from referrals.



-         Competitive package

-         Annual Bonus

-         Share options Scheme

-         In house practical training and subsidiary on offsite training

-         Incentive Bonus and free traveling opportunities




-         You are egger to have a CHANGE in your career and life

-         You have strong desire to success within the next 3 years

-         Degree holder with business major or banking experience

-         Willing to work under pressure and independently

-         At least 2 years full-time working experience (less experience will be consider as Trainee)





All personal information provided by applicants will be treated in strict confidence and used solely for recruitment purpose.