Posted on 2022-05-16

Wealth Management Manager/ Trainee


Our strength:

  • Professional and Comprehensive training, including talks covering Medical, Finance and Technology etc.
  • High proportion of success, including TOT, COT and MDRTs
  • Young and energetic team
  • Various experts from various industries, such as accounting, law, education, banking and journal
  • Fair and transparent promotion path, can achieve to Manager role within 1 year
  • Support on professional certificates exam – CFPCM, ChFC, RFP and RFC 

Our Culture and Vision

  • We are the special team who can inherit the legacy of a successful district, which was honored with "the most outstanding district" for 20 years. Being back-up by such long achievement, we further develop a young team with own culture & believes - "Profession, Integrity, Love, Modest and Innovation", providing best benefit to our clients and supporting our teammates for long-term career growth

Job Duties

  • Provide comprehensive financial strategies to individual and corporate clients including Risk Management, Wealth Management, Investment Plan, Retirement Plan, Family office strategy, China Corporate and CIES strategy and Refinancing plan
  • Design team building strategy, leadership training and team management
  • Develop long-term relationship with clients, expanding clients’ network, broaden horizon and enrich all-round knowledge


  • Qualified candidate will be recommended to AIA Premier Academy Program for professional systematic training
  • Qualified candidate can be offered with monthly allowance of HKD15,000 – HKD45,000 
  • Special allowance package will be offered to Cabin Crew and Aviation specialists
  • Attractive commission package, year-ended bonus and special awards
  • Oversea trips and oversea professional seminars/conference
  • Fast-track promotion program


  • Bachelor Degree Holders (local or oversea will both be considered)
  • IANG graduates
  • Fluent Cantonese or Putonghua
  • Candidates with finance or banking background will be a plus
  • Positive attitudes, proactive and willing to learn


Please click below "Apply" if you want to start your own controllable career. 
Undergraduates who have interests are also welcomed to join our internship program. 
Please call 2881 3952 Ms. Lau for further information. 

More job information
  • 5-day week
  • Additional subsidies
  • Birthday leave
  • Competitive pay
  • Discretionary bonus
  • Extra maternity leave
  • Flexible working hours
  • Insurance plan
  • Marriage leave
  • Medical plan
Job Function
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
  • 1 year - 10 years
Career Level
  • Entry level
  • Degree