CMH Consultancy Company

Wealth Management Manager / Graduate Trainee / IANG CEO

CMH Consultancy Company

Job Highlights

  • Welcome Fresh Graduates & IANG Preferable
  • Excellent career path to management level
  • $20000-$50000 plus discretionary bonuses


  • 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


  • 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.

More job information
  • 17,000 - 22,000 / month (negotiable)
  • 5-day week
  • Discretionary bonus
  • Education subsidies
  • Flexible working hours
  • Insurance plan
  • Medical plan
  • Shuttle bus
Job Function
Work Model
  • On-site / At the workplace
Employment Term
  • Full-time
Career Level
  • Entry level
  • Degree