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Wealth Management Manager 財富管理經理/ Financial Planner 理財策劃

Prudential Hong Kong Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-01-10
  • Location:Kwai Fong
  • Yr(s) of Exp:0 years
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Financial Services  Management  Account Servicing  

Job Description


  • 任何學科本科以上學歷(F.5,DSE應屆畢業生,或國內同等學歷可申請理財策劃 / 見習經理
  • 歡迎應屆畢業生 / IANG學生 / Final Year 實習生
  • 持有效的香港身份證或有效工作許可證(包括IANG)
  • 良好溝通能力、積極盡責
  • 具團隊合作精神,敢於接受挑戰
  • 具更多相關經驗的成功申請者可獲更資深的職級



  • 負責個人方案/企業方案,為客戶提供專業的財務分析,諮詢和策劃
  • 財富(風險)管理、資產配置及投資、保險、財務規劃及分析
  • 與高資產淨值客戶(個人和企業客戶)建立並維繫密切的關係,並提供後續財富管理、資產配置及投資等服務
  • 建立及管理專業理財策劃團隊



  • 設有完善的福利制度,包括津貼、佣金、年終獎金、福利
  • 海外旅行和會議,及明確的職業發展道路
  • 由經驗豐富的導師領導 - 全面的入職前及持續在職專業培訓課程
  • 彈性工作時間
  • 合資格成員可獲資助參加國內金融界、法律界或商界深造培訓課程
  • 協助有志者在1年內達成百萬圓桌(MDRT)或更高的成就
  • 快速提昇機會。傑出人士將在12個月內晉升為管理階級

Company Info

Prudential plc, incorporated in England and Wales, and its affiliated companies constitute one of the world’s leading financial services groups. It provides insurance and financial services through its subsidiaries and affiliates throughout the world. It has been in existence for 169 years and has 599 billion2 in assets under management, serving around 24 million2 insurance customers worldwide. Prudential plc is listed on the stock exchanges of London (PRU.L), Hong Kong (2378.HK), Singapore (K6S.SG) and New York (PUK.N).

Initially operating as a branch office, the company's deep commitment to the city established Prudential as a leading financial services brand, offering high quality life and general insurance products to the people of Hong Kong. 

Today, PAC operates through two locally incorporated companies in Hong Kong: Prudential Hong Kong Limited (PHKL) and Prudential General Insurance Hong Kong Limited (PGHK), both wholly owned by PAC. PHKL offers a broad range of financial protection, health protection and retirement planning products, while PGHK is dedicated to delivering a wide range of general insurance and employee benefits for our customers.

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