Job ref no.: CT3129347-01#0007

Young C.E.O Wealth Management Manager (歡迎從事銀行、酒店、空乘、零售等行業轉業人士或擁有IANG簽證者)


Job Highlights

  • In building our Premium Agency and high productivity agency force
  • Professional and young team with high expectations
  • Comprehensive and interested initial and field trainings
  • Excellent career path to management level


Job Description

Wealth Management is one of the mostly favour career in International Financial Centre as in Hong Kong. Candidates will mainly provide professional tools to analysis potential clients financial needs. And will assist them to build a strong and high assets wealth management Accepted trainee are expected to be MDRT and step in management level in certain period.  All candidates will be careful selection in this program.


The job duty as follow:

1. Professional Financial Services Provision to Clients including

  • Wealth and assets Management
  • Investment and Retirement Planning
  • Risk Management Planning and Estate Planning

2. Team Management including

  • Continuously learing for team management
  • Building team by his/her own principal
  • Sharing and update the market trend to District team

3. Self Development and Training including

  • Attending in house courses from Unit to District management
  • Professional achievement such as  MDRT,CHFC,RFP,etc.
  • Develop Better Interpersonal and Communication Skills


 Requirements including

  • Bachelor Degree Holder or above qualification 
  • Outgoing and possess good interpersonal skill
  • demonstrate a strong desire to succeed
  • Mature and self-motivated.


Title and Benefits including

  • Wealth Management Manager
  • Monthly Allowance will be tailored make offer
  • Commission, Montly Bonus; Year End and MDRT bonus
  • Expected salary targeted MDRT or above



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More job information
Job ref no. CT3129347-01#0007
  • 20,000 - 55,000 / month
Job Function
  • Kwun Tong
Employment Term
  • Permanent
  • Full-time
  • 2 years - 10 years
Career Level
  • Non-management level
  • F.5- F.7 or DSE
  • Asso. Deg or High Dip
  • Degree
  • 5-day week
  • Additional subsidies
  • Competitive pay
  • Discretionary bonus
  • Family medical plan
  • Flexible working hours
  • Insurance plan
  • Loan availability
  • Shuttle bus
  • Work from home
  • Year-end bonus
  • … + 6 more