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The Wealth Management Manager & Financial Planner will have responsibilities that include:

    Main Responsibilities / Deliverables:
    Provide the one-stop wealth management services to the clients, such as the risk and investment products or other banking services
    Build up and enhance the client relationship
    Review clients' risk and the investment portfolio regularly
    Resolve the clients¡¦ enquiries and provide the solutions
    Review the sales tactics with the Senior Manager
    Organize the investment seminar and worksite market
    Provide the market and investment presentation to the team.

Job Requirment

    Degree Holder, preferably in business, finance, marketing or related subjects
    Fresh graduates will also be considered
    Hong Kong Residents Only
    Strong communication, interpersonal and presentation skills
    Working under pressure and strong team spirit
    Guarantee basic monthly income 
    Plus Commission and Regular year end bonus
    Plus Special bonus
    Tailed- made package plus incentive and year-end bonus
    Special allowance for housing, oversea trips and car park
    Professional Training, e.g. Wealth management, Financial and Retired planning, Financial Products and services
    Fast track program to management level ( within 1 year)

    Please send your resume information to

    *All resume and application date will be kept confidential and used only for processing applications.


  • Location: Eastern Area
  • Job Title: Banking / Finance Management Marketing / Public Relations Professional Services Others
  • Posted at: 2020-11-03 20:25:40
  • Work Experience: 0-1 year
  • Education Levels: Degree
  • Employment Type: full-time
  • Career Levels: Middle

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