Wealth Management Manager

Job Duty

保險顧問 / 理財策劃顧問 Key Responsibilities - Financial Advisory: Assist the team in providing professional financial planning and advisory services. - Client Relationship Management: Build and maintain strong client relationships to drive sustainable sales performance. - Needs Analysis: Assess and analyze client needs across finance, insurance, and banking. - Comprehensive Exposure: Gain hands-on experience in wealth management, risk management, and relationship management. - Bespoke Solutions: Tailor investment strategies for high-net-worth clients to help them achieve their financial goals. Requirements & Qualifications - Education: Bachelor’s degree holder. - Client-Centric: Strong ability to accurately identify and respond to clients' financial needs. - Passionate & Driven: Highly motivated toward wealth management, with strong self-discipline, responsibility, and a goal-oriented mindset. - No Experience Required: Fresh graduates and career-switchers welcome; full training and mentorship provided. - Language Proficiency: Fluent Cantonese is required, with good spoken and written English and Mandarin. - Work Authorization: Legally eligible to work in Hong Kong (Permanent Resident, TTPS, QMAS, IANG, Dependent Visa, or other valid work permits). Training & Support Highlights - Beginner-Friendly: Full end-to-end training on policy details, client needs analysis, and family protection planning—starting from scratch. - 1-on-1 Mentorship: Hands-on guidance from licensed mentors, including role-play simulations, case reviews, and joint client meetings. - Robust Platform: Access to a dedicated knowledge base, monthly product seminars, skill workshops, and lead-generation sharing. - All-Round Growth: Full support for industry newcomers and experienced professionals to become independent Wealth Management Specialists. Benefits & Remuneration - Attractive Compensation: Monthly salary package ranging from HK$30,000 to HK$45,000. - Competitive Bonus Scheme: Performance-based incentives and bonuses linked to individual and team results. - Work-Life Balance: Flexible working hours and hybrid arrangements to support personal well-being. 職位內容： - 協助財富管理團隊為客戶提供專業的財務規劃與顧問服務； - 建立並維繫良好的客戶關係，推動持續及穩定的銷售成果； - 了解並分析目標客戶的金融、保險及銀行需求； - 全面接觸財富管理、風險管理及客戶關係管理的各個範疇； - 為高端客戶量身制定投資策略，識別其財務目標並提供解決方案 ； 我們期望你具備： - 學歷要求：學士學位； - 以客戶為本，能準確捕捉其財務需求； - 對財富管理行業充滿熱忱，具備責任感、自律性與目標導向思維； - 無需相關工作經驗，公司提供系統化培訓及導師支援； - 流利廣東話為基本溝通語言，具備良好英文及普通話讀寫與會話能力； - 符合香港合法工作資格，接受以下身份申請：香港永久居民、高端人才通行證（高才通）、優秀人才入境計劃（優才通）、非本地畢業生留港／回港就業安排（IANG）、受養人入境簽證，或其他有效工作許可； 培訓支持亮點： - 零基礎友好：全程從零教起，拆解展業全流程，涵蓋保險條款、客戶需求分析、溝通談單、家庭保障規劃等核心知識技能。 - 一對一全程護航：前輩帶新人，持牌導師陪同場景模擬、案例複盤，第一次見客有人指導，棘手問題有團隊合力支援。 - 完善平台支撐：搭建專屬知識庫與實戰平臺，每月開展產品研討、技能演練，夥伴齊聚分享獲客心得、拆解複雜保單。 - 全方位成長：不論是業界新人，還是想突破瓶頸的從業者，均可在這裡深耕，最終成為獨當一面的財富規劃師。 福利： - 豐厚薪酬（月薪範圍：HK$30,000–HK$45,000）； - 具競爭力之彈性花紅制度，與個人及團隊績效掛鉤； - 彈性工時安排，支援工作與生活平衡。