Wealth Management Manager/ Management Trainee 財富管理經理 / 財富管理見習生

Job Info
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Job Description:

• Wealth & Risk Management for clients

• Investment Planning

• Retirement Planning

• Business Planning

• Team Construction Planning

• Corporate Solution Planning


We Offer:

• Attractive commission package + Year End Bonus+ Fringe Benefits (e.g. Medical Benefits)

• Well-structured and comprehensive training programs lead by well recognized mentors (Pre-job and on-job training)

• Overseas trips and conventions fully sponsored by the company

• One year fast-track promotion program to management level


You are:

• Degree Holder or above in any discipline

• Highly motivated, self-driving and high achievers

• Seeking job fulfillment and Financial Rewards

• Looking for Career Development and Growth



  • 為客戶提供專業的財富管理服務和建議,包括保險丶儲蓄丶退休丶离岸信託和遺產管理
  • 開拓香港及内地客户群, 把香港先進的財富管理理念引進內地
  • 定期了解客戶的財政需要及檢討現有理財計劃
  • 發展及管理專業的財富管理團隊



  • 提供良好事業發展階梯(可於一年晉升管理階層)
  • 設有完善的福利制度: 每月津貼+豐厚佣金+年終獎金
  • 與快樂團隊工作,重視合作精神,一起達致成功。
  • 海外旅游及海外業務會議
  • 提供專業的職前和在職的財富管理培訓課程
  • 表現優異者將接受財經報章雜誌專訪



  • 大學學歷或以上
  • 具親和力和良好的人際溝通技巧
  • 成熟,積極,主動,富責任感,極強分析能力
  • 有志建立個人事業,發展成為財富管理專才


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