Job ref no.: CT3117097-01#0080
Fulbright Wealth Management Limited

Wealth Management Consultant / Manager / Vice President

Fulbright Wealth Management Limited

Job Duties:

  • To provide one-stop, comprehensive and tailor-made financial services to clients, which may include insurance solution.
  • To provide regular financial review and after-sales follow-up service to clients.
  • Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities.
  • For Manager Grade or above: manage the sales force with an aim of achieving sales target performance.


  • Form 5 or tertiary education with at least 2 years working experience, or fresh university graduate.
  • Having passed IIQE Papers (1, 2, 3, 4 and/or 5) would be an advantage.
  • Relevant experience in Banking or Insurance or Sales would be an advantage.
  • Mature, out-going, self-motivated and independent.
  • Proficient in English and Chinese, preferably proficient in Putonghua as well.
  • Good interpersonal and communication skills.
  • Sound computer skills.
  • Holder of FLMI/ ANZIIF/ HKSI Practising Certificate/ ChFC/ CFP or candidate with more experience or sound income proof in the industry could be considered as Manager/ Vice President or other senior position.

Remuneration for the post will be highly competitive, commensurate with business production and experience. Interested candidates please send your resume, the latest annual income (such as copy of tax return) to Fulbright Wealth Management by clicking Apply Now. Data collected will be used for recruitment purposes only.

For more details, please visit us at

More job information
Job ref no. CT3117097-01#0080
Job Function
  • Sheung Wan
Employment Term
  • Full-time
  • 2 years - 7 years
Career Level
  • Middle management level
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree