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Wealth Management Consultant / Unit Manager

富衛·Insurance
HK$ *****
Higher Diploma or Associate Degree
Less than 1 year exp
HK work permit required
5 days per week, Hybrid

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Work benefits
Compassionate leave
Extra maternity leave
Extra paternity leave
Family-friendly Leave
Marriage leave

Job Description
1) Provide comprehensive wealth planning services

2) Client networking and relationship management,

3) Understand their financial situation and review existing financial plans

4) Management & training of

wealth planning team
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Languages
Cantonese
English
Mandarin
Skills
Counselling
Advisory Services
Strategy Consulting

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Lawrence Mak
FWD · Agency Manager

Company Overview
FWD Hong Kong is a subsidiary of FWD Group, a pan-Asian life and health insurance company (Hong Kong Stock Exchange stock code: 1828). FWD Group serves over 38 million customers and has operations in ten Asian markets, including BRI Life (Indonesia). FWD Hong Kong has been awarded an excellent financial rating by international rating agencies, providing life and medical insurance, employee benefits, and financial planning services. FWD Group adheres to the customer-first philosophy and technology empowerment model, dedicated to bringing innovative positioning, simple and clear products and simple insurance experiences to customers. Since its establishment in 2013, FWD has operated in some of the world's fastest-growing insurance markets, focusing on creating new insurance experiences for the public. FWD Group is listed on the main board of the Hong Kong Stock Exchange, with the stock code 1828.
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