Graduate Recruitment 2023 -Manager, Wealth Management

Our people are our greatest assets, and we committed to provide an environment where you can thrive and be successful. Take the challenge and grow your career in an empowered environment!

Our district has the highest MDRT numbers and ratio in Hong Kong for 10 consecutive years and our leader awarded Top 10 of Unit Manager in Year 2021.
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We Offer

Our Wealth Management Manager Program is designed for fresh graduates / change carrers with a keen interest in pursuing career as a Financial Services Manager, a Financial Product Specialist or an Investment Consultant. In this program, you can expect to receive hands-on experience in critical front office work as well as gain exposure to the full suite of products and services within our Wealth Management business

• High commission with monthly allowance ($20000 - 50000), commission package and year-end bonus
• Professional awards and industry-wide recognition
• Sponsored oversea conventions and conferences;
• Great chance of promoting to higher positions
• Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship
• Well-developed on-job-training;
• Recommended to the AIA Premier Academy or Executive Development Programme
• Group medical insurance and other allowance

Your field of responsibility

• Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios;
• Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service;
• Construct financial planning including Wealth Protection,
• Wealth Accumulation and Wealth Distribution;
• Maintain and develop relationship with clients;
• Prepare presentations and proposals for internal and client usage Share market insights and strategies in team;
• Acquire leadership and team management skills for future career development and progression to managerial level

High potential Trainee/ Intern will distinguish themselves and qualify as potential candidates for the Official Training to Talent Program – the first step to becoming a Financial Services Manager.

Whatever your background, you’ll need to be:

• Bachelor degree or above (Fresh graduates/ IANG working visa holders are welcomed);
• Interested in the wealth management industry and the products and services within this area of services.
• A critical thinker with excellent problem-solving skills
• A proactive self-starter who achieves significant results
• A supportive, adaptable team member who can build strong relationships
• An articulate communicator who also recognizes the importance of listening
• Good command of spoken and written English and Chinese, especially in Mandarin
• Hong Kong Residents