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1 Location(s)
Work type
HK$
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Experience
Education level
Benefit
Industry

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Wealth Management Manager

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Manulife Insurance
Financial Services
Posted within 3 months
Bachelor
1 to 3 years
Work visa required

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Work benefits
Competitive pay

Job DescriptionTranslate to English
<div>Job Responsibilities<br><ul><li>Provide comprehensive wealth management and financial planning services to customers, and develop personalized investment strategies.</li><li>In-depth understanding of customer needs, regular evaluation of their financial situation and adjustment of investment portfolios to achieve their financial goals.</li><li>Collaborate with internal teams to integrate banking, insurance, tax and estate planning resources to provide a one-stop solution.</li><li>Expand and maintain customer relationships, and enhance customer satisfaction and loyalty through professional services.</li><li>Continuously monitor market dynamics and product development, provide advice and recommend suitable financial products to customers.</li></ul></div><br><div>Work requirements<br><ul><li>Bachelor's degree or above in finance, economics or related fields, those with CFA, CFP or other relevant professional qualifications are preferred.</li><li>At least 3 years of wealth management or financial industry-related work experience, those with high-end customer service experience are preferred.</li><li>Have solid knowledge of financial planning, investment, and risk management, and be familiar with local and international market financial products.</li><li>Excellent communication skills and customer service awareness, able to handle complex financial needs independently.</li><li>Have good professional ethics and confidentiality awareness, be able to withstand work pressure and achieve performance targets.</li></ul></div>

Languages
Cantonese
English
Mandarin
Skills
Insurance
Investment Advisory
Client Services
Risk Advisory
Financial Analysis

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shannon wong
Manulife Insurance · Sales Manager

Company Overview

Manulife Hong Kong is a company that provides financial planning, medical care, life insurance, and accident insurance plans and products. John Hancock Life Insurance (International) Limited, a Bermuda-registered limited liability company, is dedicated to providing insurance products and services. Manulife has strengthened its strategic partnership with the Chinese University of Hong Kong Hospital and incorporated histotripsy into its comprehensive &quot;Medical Care Specialist Support Service&quot;, demonstrating its leading position in the medical insurance field. Manulife is committed to providing customers with a variety of insurance products, including medical care, life insurance, and accident insurance plans and products. Through its collaboration with the Chinese University of Hong Kong Hospital, Manulife continuously enhances its influence and service level in the medical insurance field and provides all-round insurance services to customers. Manulife Hong Kong is a company providing medical, life, and accident insurance plans and products. Manulife (International) Limited, as a Bermuda-incorporated limited liability company, is dedicated to offering insurance products and services. Manulife has strengthened its strategic partnership with the Chinese University of Hong Kong Hospital, incorporating Organ Fragmentation Technology (Histotripsy) into its comprehensive 'Medical Attendant Support Services', showcasing its leadership in the field of health insurance. Manulife is committed to providing clients with diverse insurance products including medical, life, and accident insurance plans and products. Through cooperation with the Chinese University of Hong Kong Hospital, Manulife continuously enhances its presence and service quality in the health insurance sector, offering clients all-rounded insurance services.


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