Private Wealth Management managers play an important role in our efforts to continually enhance our performance for customers and provide the highly valued products and services. Our team seeks for attracting high-calibre talent by offering a flexible working environment and unlimited career development opportunities.

Distribution

This position focuses on personal wealth management and financial services. Our comprehensive wealth management initiatives are tailor made for both our high-net-worth and mass integrated account customers. With more than 3 million individual customers, we serve approximate half of the population in Hong Kong while offering an extensive range of products to our valued customers.

Key Responsibilities and Duties

• Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients
• Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles
• Develop and expand existing network through customer relationship management
• Lead team and implement strategic planning for team management

Requirements

University level education is an advantage OR

HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience

Experience in handling offshore and mainlander segment will be an advantage

Good communication and interpersonal skills

Good command of Chinese

Our Benefits:

Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits

Professional training program (Pre-job and on-job training on how to be MDRT qualifier)

One year fast-track promotion program to Senior Manager /Assistant Unit Manager

Excellent career path to management level

Comprehensive Medical Coverage, Life Insurance & Retirement Packages

Overseas trips and conventions

Dynamic Working Environment, Flexible Working Hours