Wealth Management Manager

Manulife Insurance
Financial Services
Updated 3 months ago
HK $40K-60K/Month
Bachelor
No experience limit
Full Time
8.5 hrs/day, Negotiable working days

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Job DescriptionTranslate to English
Responsibilities:<br>1. Provide professional financial and insurance analysis services to customers, including risk management planning, investment planning, wealth management, and retirement planning.<br>2. Evaluate the customer's financial situation and goals, and develop suitable financial strategies and solutions.<br>3. Regularly follow up on customers’ financial situation, adjust financial plans to respond to market changes and personal needs. <br>4. Introduce financial products and services to customers, helping them understand various investment choices and insurance schemes.<br><br>Requirements:<br>1. High sense of responsibility and integrity ensure that we provide the best quality service to our customers.<br><br>3. Have good learning and adaptation abilities, constantly update your professional knowledge to cope with market changes.<br><br>Benefits:<br>1. Professional and comprehensive financial planning training course, helping you quickly master industry knowledge and skills. <br>2. New employee attendance bonus and incentives, allowing you to have a stable income even in the early stages of your career.<br>3. Unlimited income mechanism, your hard work will directly reflect on your income.<br>4. Good and autonomous promotion ladders, where you can achieve your career development goals based on your skills and performance.

Languages
Mandarin
Cantonese
Skills
自律
主動

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Ivan Chong
Manulife Insurance · 理財策劃經理
Active within 3 days

Job Location

牛頭角-Ngau Tau Kok, Kwun Tong

牛頭角

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Career Guide

職業倦怠

健康生活方式

每日計劃

長期目標

職業發展

金融業

銀行面試

職場準備

香港低稅率

高可用收入

跨國企業福利

強積金退休保障

薪酬增長預測