Wealth Management Manager

We look for entrepreneurial and top caliber candidates to join our professional team in providing all-rounded protection and financial solutions including different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients.


Job Highlights
- Progressive training program
- Build up good relationship with clients
- Comprehensive fringe benefits

Job Description/Duties
- Solving client’s problems
- Providing accurate market intelligence for clients
- Providing professional financial services provision to customers
- Providing wealth and protection management & portfolio advice to customer
- Providing customer service and sales follow up.
- Handling investment planning, retirement planning, risk management planning, estate (tax) planning

Requirements
- HKCEE / HKDSE 5 subjects pass (including Chinese / English and mathematics). Bachelor or degree is a definite advantage
- Fresh graduate, with HK working visa or IANG visa are welcome, working experience is an added advantage
- Excellent team player
- Passionate in private client service sector
- Energetic, aggressive and self-motivated
- Fluent English and Mandarin language skills
- Fresh Graduates are welcome