Wealth Management Manager

WRISE·Financial Services

Expired

Active within 7 days

Contract

Full Time

HK$ *****

No degree required

No experience limit

HK work permit required

More than 8 hours/day, 5 days per week, Hybrid,Fixed,On-site

Wan Chai,Causeway Bay

Job Description

Why Join Us? – Your Career Launchpad:

We invest in your success from day one. When you join our Future Leaders Programme, you receive:

5 day work + Competitive Pay With Monthly Incentive + Year End Bonus + Company Trips
Accelerated Growth: A structured, level-by-stage training curriculum covering technical knowledge, sales mastery, and personal development.
Path to Leadership: A clear and rapid promotion path to managerial positions based on performance, not just tenure.
Full Financial Support: Comprehensive sponsorship for all required professional qualifications and licensing examinations (e.g., HKSI, IIQE).
Uncapped Earning Potential: A highly attractive remuneration package featuring a competitive base allowance, generous commission structure, and performance bonuses.
Global Exposure: Reward and recognition through international conventions and overseas trips to global financial hubs.
Dedicated IANG Support: Personalized assistance and documentation support for your visa application and renewal process.
Mentorship: Receive one-on-one coaching from our top-performing senior consultants and leaders.

What you'll be doing:

Understand and analyze financial needs for high-networth clients on different life stages.
Deliver tailored-made financial solution by assessing market financial products including insurances, investments, trusts and retirement plans.
Strengthen individual business with regular reviewing client portfolios for delivering latest valuable advices aligning with financial market trend.
Keep abreast of latest financial products in market and regulatory requirements in the industry.
Actively explore potential clients by delivering premier services among company events.

What we're looking for?

Minimum 3 years of experiences in Wealth Management, preferably from insurance brokerage and investment field
Experience in Trusts is an advantage
Degree holder with SFC Type 1, 4 & 9 licenses and IA licenses (IIQE 1,3 & 5)
Sales oriented with excellent interpersonal skills
Demonstrated strong initiative to achieve ambitious target
Good analytical skills and selling skills
Proficient in both spoken and written EnglishandMandarin

About us

At WRISE, we don't just manage wealth; we build futures. We are a dynamic and forward-thinking financial and insurance consultancy firm dedicated to nurturing the next generation of leaders. If you are ambitious, driven, and ready to fast-track your career in global finance, this is your opportunity to build something extraordinary.

APPLY NOW to take the first step towards an exciting career with WRISE.

Website: https://www.wrise.com

LinkedIn: https://www.linkedin.com/company/wrise-wealth-management/mycompany/

IG: wrise.wealth

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