Wealth Management Manager / Family Office Wealth Planning Manager

High commission, monthly allownce: $15,000-100,000/monthly + Bonus + Commission

Hybrid working environment, flexible working hours

IANG, QMAS, TTPS working VISA renewal

About us (About us) (IANG, TTPS, QMAS welcomed) (Welcome: IANG High Talent, Outstanding Talent)
Employing over 37,000 people worldwide, Manulife is a prestigious Canadian-based company specializing in wealth management, investments, retirement solutions and insurance policy. Since 1897, Manulife has grown to become a dominant firm in the Hong Kong market, being ranked first in terms of market share in the local region (2024). Aside from financial success, our firm prides ourselves in being able to give practical solutions to clients, provide realistic and pragmatic coaching to new teammates, and create a healthy and inclusive work environment.

Manulife is looking for passionate leaders who take a genuine interest in building relationships and providing tailor-made financial solutions for clients.

(Manulife Financial Hong Kong is an international financial company established in Canada, established in 1897, currently with 37,000 employees worldwide, and her business scope includes: wealth management, investment, retirement plans and insurance business. In 2024, Manulife will achieve the honor of being the first insurance company in Hong Kong. In addition to its outstanding performance in the financial industry, Manulife also provides practical training for new employees, striving to build a healthy and harmonious team culture. )

Manulife is currently recruiting a group of young people who are sincere and can build relationships with customers, and provide tailor-made financial solutions to help customers.

* Degree-holders from all disciplines (including IANG, QMAS, TTPS applicants) are welcome. Applicants from finance, accounting, journalism and marketing backgrounds are preferred.
* Applicants with a High Diploma with 10+ years of working experience will also be considered.

If the applicant does not have a bachelor's degree, high school students with 10 years of work experience will also be considered.

1. have excellent communication and cooperation skills,
2. are strongly motivated to maximize clients’ best interests, and
3. have strong problem-solving skills.

1. Have excellent communication skills and collaboration skills

2. Put customers' interests first

3. Have the ability to solve problems independently)

Tasks & responsibilities (work & responsibility)
1. Manage clients’ investment portfolios and consolidate their MPF, funds and insurance policies.
2. Provide sound insurance advice and give quality solutions.

1. Manage customer investment portfolio accounts and consolidate customer MPF accounts, funds and insurance policies

2. Provide clients with intelligent and high-quality insurance and investment solutions

1. Full group medical coverage and fringe benefits offered.
2. Low rate of mortgage arrangement provided.
3. Able to network with professional practitioners and clients.
4. Sponsored overseas conferences.
5. Hybrid working mode (able to work from home) and enjoy work-life balance

1. Comprehensive group medical insurance and benefits

2. Low-interest borrowing for real estate mortgages

3. Can exchange and learn with professional industry experts annually

4. Company sponsors overseas business meetings

5. Hybrid work mode (can work from home and office) Enjoy work-life balance