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Bachelor

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Bachelor's degree in finance, economics, or related field

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New

Less than 1 year


Bachelor

Bachelor's degree in finance, economics, or related field

Minimum 3 years wealth management experience

Advanced degree or certifications (CFA, CFP) preferred

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Less than 1 year


Bachelor

$30K-50K/M

Bachelor's degree in finance, economics, or related field

Minimum 3 years wealth management experience

Advanced degree or certifications (CFA, CFP) preferred

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New

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Bachelor

Bachelor's degree in finance, economics, or related field

Minimum 3 years wealth management experience

Advanced degree or certifications (CFA, CFP) preferred

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Relationship Manager (Private Client Sector)

Manulife Insurance宏利人壽保險·Financial Services
HK $30K-50K/Month
Bachelor
Less than 1 year exp
HK work visa available
HongKong

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Job DescriptionTranslate to English

Relationship Manager (Private Client Sector)

Job Responsibilities

  • Develop and maintain strong relationships with high-net-worth clients to understand their financial needs and goals.

  • Provide tailored wealth management solutions, including investment strategies, estate planning, and tax-efficient structures.

  • Collaborate with internal teams such as investment advisors, legal, and tax specialists to deliver comprehensive financial services.

  • Maintain regular communication with clients through meetings, reports, and market updates to ensure client satisfaction and trust.

  • Identify new business opportunities and expand the client base through referrals and networking.

Work requirements

  • Bachelor's degree in finance, economics, or a related field; advanced degree or relevant certifications (e.g., CFA, CFP) preferred.

  • Minimum of 3 years of experience in wealth management, private banking, or a similar role within the financial services industry.

  • In-depth knowledge of investment products, portfolio management, and financial planning principles.

  • Excellent interpersonal and communication skills with the ability to build trust and rapport with high-net-worth individuals.

  • Strong business development acumen with a proven track record of client acquisition and retention.


Languages
English
Cantonese
Mandarin
Skills
Recruiting
Marketing Programs
Social Networking
Financial Services

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林楠
Manulife Insurance · 行政区域总监
Active within 3 days

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 "Medical Care Specialist Support Service", 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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