Wealth Management Manager / Graduate Trainee / IANG CEO

Responsibilities

• 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

Requirements

• Bachelor degree or above (Fresh graduates/ IANG working visa holders are welcomed);
• Excellent interpersonal, communication and presentation skills;
• Proactive, creative and responsible;
• Good knowledge and network in China market is an advantage;
• Good command of spoken and written English and Chinese, especially in Mandarin;
• Must be eligible to work in Hong Kong

Benefits & Compensations

• High commission with monthly allowance ($20000 - 50000), commission package, monthly bonus 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 Manulife CEO Program or Executive Development Programme;
• Group medical insurance and other allowance

Interest parties please send your resume to us by clicking Apply Now button below.

Only short-listed candidates will be notified. Personal data will be used for recruitment purpose only.