Wealth Management Manager (Hong Kong) /財富管理經理(香港)

Private Wealth Management Manager

Job post Descriptions 職位描述

✪Provide comprehensive wealth management advice to High-Net-Worth individuals (i.e, professionals doctors, lawyers, corporate clients) to anyone in your neighbourhood (i.e, couriers, cleaners)

✪為身邊所有人提供全面的財富管理建議不只是高淨值個人和企業客戶，上至律師醫生等專業人士，下至清潔工人都是我們的尊貴的客戶

✪Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles

✪為客戶提供財務計劃，建立投資組合，同時通過一系列投資工具最大化提昇客人利益

✪Develop and expand existing network through customer relationship management

✪通過客戶關係管理開發擴展現有網絡, 與不同行業成功人士交流，迅速積累經驗，豐富人生閱歷 ，磨煉社交技巧和語言能力，提升自我價值 ! 挑戰自我，從中獲得成就感!

✪Lead team and implement strategic planning for team management, and prosperous team commission!

✪領導團隊並實施團隊管理的規劃。建立屬於自己的團隊： 當你熟悉銷售運作後，可以晉升管理階層，帶領團隊，分享經驗，更能從中獲取豐厚的團隊傭金。

Our Culture我們的文化

♡Our colleagues are from diverse backgrounds including worldwide elite and local KOL, such as Stanford University, Top 100 Hong Kong Foodie. We supporting each other at all times shapes our core values.

♡我們的同事來自不同背景，包括全球精英和本地KOL，如斯坦福大學、香港百強美食家。我們相互支持塑造團隊的核心價值觀。

Synergy協同作用

✪Coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences.

✪對新團隊成員的指導使您能夠快速充實自我。無論您來自什麼背景，我們都將轉變您當前的技能，使你在商業世界中變得極具競爭力，並在您的職業生涯中實現不同的里程碑，並為令人大開眼界的經歷開闢新的前景。

Create Personal Brand 創建個人品牌

♡We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential.

♡我們將全力協助您職業生涯的初期，幫助您建立個人品牌。我們鼓勵個人成長，相信您的個人品質可以得到展示，引導您走向職業成功並釋放自己的潛力。

Why Work Here? 為什麼在這里工作？

✪We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business involves, while our experience managers support and coach you through on-the-job experience and formal training.

✪通過我們的經驗和提供之培訓，引導你掌控自己的職業生涯，您將全盤控制個人業務。

✪We concentrate on financial advisory and specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high-net-worth individuals, their families.

✪我們專注於財務諮詢及私人客戶服務：資產配置、財富繼承、私人信託、投資和為高淨值個人及其家庭制定退休計劃。

✪We are the few teams who provide digital working platform to facilitate colleagues’ self-improvement and career opportunities.

✪我們是為數不多提供數碼平台以促進同事自我提升和職業機會的團隊。

What We Offer 我們提供

♡Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$500,000+)

♡每月津貼+誘人佣金和表演獎金（百萬圓桌年收入超過HK$500,000+）

♡At least TWICE a year full sponsored overseas trips! Overseas trips & conventions (2023-2024 destinations: Boston, New Zealand, Japan , Dubai, Taiwan etc)

♡每年至少2次全額贊助旅行機票與酒店, 海外旅行和會議（2023-2024目的地：波士頓、新西蘭、日本、迪拜、台灣等）

♡Flexible working hours!

♡彈性安排工作時間! 我們團隊有好幾位帶小朋友的年輕媽媽，工作之余也兼顧家庭，而且有很多旅行的機會，享受人生，是很多同事的喜愛這份工作的原因。

♡Comprehensive in-depth training with personal coaching, team building

♡全面深入培訓和私人輔導，借助我們團隊的經驗集結成一個系統，新同事入職後只要按照既定程序就可以快速上手，立足於行業！ 長遠創造一個工作與生活平衡，而且可持續發展的事業。

♡Well-structured development program to help you become a member of Million Dollar Round Table • Professional designations training e.g. MDRT, CFP, CFA, RFP, RFC

♡結構良好的發展計劃，幫助您成為百萬圓桌會議的成員 • 提供專業培訓，讓你達成百萬圓桌、CFP、CFA、RFP、RFC

Requirement (要求):

• University degree holder or equivalent (Welcome IANG visa and dependent visa holder)

• 大學學位持有者或同等學歷（歡迎 IANG 簽證持有者）

• Final year students or recent graduates with a bachelor’s degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities:

Genuine passion to pursue a career in insurance sector

A team player with leadership potential

Strong analytical and communication skills and self-motivated

Excellent command of written and spoken English and Chinese (preferably including Putonghua)

• 歡迎擁有學士學位的應屆畢業生或應屆畢業生，修讀金融、經濟、會計、精算、保險或工商管理者優先，並具備以下素質：

對從事金融業的熱情

具有領導潛力的團隊合作者

較強的分析，溝通和自我激勵能力

流利廣東話英語（最好包括普通話）

Hong Kong Permanent resident/ HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only

Fresh graduates /candidates with less experiences are welcome to join the trainee program

香港永久居民/香港身份證持有人僅在香港有效的工作許可證（IANG和家屬簽證）

經驗淺薄應徵者可考慮參與ONE 2025 財富管理實習計劃。

✮Welcome to send CV by email: secre.marvinteam@gmail.com for the enquiry

✮歡迎有意者請連同完整的個人履歷電郵至secre.marvinteam@gmail.com查詢。