Wealth Management Manager (Fresh Graduate/IANG/Mandarin Speaking Welcome)

We are seeking a high-performing Wealth Management Manager to grow and retain a portfolio of high-net-worth clients. You will provide customized financial planning, investment strategies, and risk management solutions to help clients achieve their financial goals.

Job Description:

• Design and implement comprehensive financial plans tailored to clients’ needs, covering identity planning, insurance, funds, and property investments.
• Conduct in-depth consultations to assess clients’ financial objectives, risk tolerance, and investment preferences.
• Provide expert advice on asset allocation, investment products, and wealth preservation strategies.
• Build and maintain strong, long-term client relationships through exceptional service and regular follow-ups.
• Stay informed on market trends, financial products, and regulatory updates to ensure compliant and competitive solutions.

Key Highlights:

• Work-Life Balance: Flexible working hours to promote a healthy and sustainable lifestyle.
• Attractive Compensation: Annual salary starting from HKD 400,000, with performance-based bonuses and incentives.
• Professional Growth: Engage in diverse responsibilities, including insurance, investment, and asset