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Hong Kong
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HK$
Listed any time
Experience
Education level
Benefit
Industry

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No experience limit


No degree required

Salary negotiable

全方位財富管理服務

高淨值客户關係管理

定製化理財策略制定

1 to 3 years


No degree required

Salary negotiable

Performance-based model with unlimited earning potential

Flexibility in working hours for work-life balance

Minimum 3 years' experience in the financial industry required

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1 to 3 years


No degree required

Salary negotiable

Unlimited earning potential based on performance

Flexibility in working hours for work-life balance

Comprehensive training and support personalized for individual needs

WINLAND Wealth Management

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1 to 3 years


No degree required

Unlimited earning potential based on performance

Flexibility to determine working hours for work-life balance

Comprehensive training and support personalized for individual needs

WINLAND Wealth Management

  • Active within 3 days

Quick reply

No experience limit


Bachelor

Salary negotiable

Flexible working hours

Fast track advancement opportunities

High income (HKD 39K+ monthly)

1 to 3 years


Bachelor

$20K-30K/Mth

Monthly Allowance + Competitive commission package + year-end bonus

Professional on job mentoring program

Fast-track promotion to management level

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Bachelor

$25K-50K/Mth

Flexible working hours

Fast track advancement opportunities

Basic salary plus attractive commission package

1 to 3 years


Higher Diploma or Associate Degree

$18K-48K/Mth

Generous commissions with no maximum limit

Monthly bonuses based on performance

Flexible working hours designed to accommodate daily routine

1 to 3 years


Higher Diploma or Associate Degree

$20K-30K/Mth

提供專業財務策劃建議

介紹及推薦金融產品

持續學習並取得專業資格

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1 to 3 years


Higher Diploma or Associate Degree

$20K-30K/Mth

提供專業財務策劃建議

介紹及推薦金融產品

持續學習並取得專業資格

IGNA Consultancy

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Wealth manager

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Joint Key
Financial Services
Updated 3 months ago
Salary negotiable
No degree required
No experience limit
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
5-day week
Insurance plan
Gratuity
Year-end bonus
Flexible working hours

Job DescriptionTranslate to English

Job Overview: We are seeking a proactive, customer-centered wealth manager to join our team. The ideal candidate will be responsible for developing and managing high net worth client relationships, providing comprehensive financial planning and investment advice, customizing personalized wealth management strategies, and coordinating internal resources to provide clients with investment, tax, estate planning, insurance, and other integrated financial services.

Main responsibilities:

· Customer Relationship Management:

· Serve as the primary trusted advisor to clients, developing, building and deepening long-term relationships with high net worth individuals.

· Through regular meetings, we can deeply understand the customer's financial situation, investment objectives, risk tolerance, and life cycle changes.

· Actively communicate with customers, provide investment portfolio reports, market insights, and financial advice.

· Financial planning and strategy making:

· Customize comprehensive and integrated wealth management solutions and asset allocation strategies for customers.

· Analyze the customer's assets, liabilities, cash flow, tax status, insurance coverage, and wealth goals.

· Investment portfolio management:

· Provide investment advice and execute investment strategies based on customer needs.

· Continuously monitor and adjust the customer's investment portfolio to ensure it remains consistent with the established strategy and goals.

· Conduct overall economic, financial market and investment product research and analysis.

· Business Development:

· Through existing customer referrals, networking expansion, and industry activities, etc., actively develop new customers.

· Increase the company's brand awareness and influence in the target market.

· Coordination and integration:

· Coordinate internal expert resources (such as investment experts, tax consultants, trust officers) and external advisors (such as lawyers, accountants) of customers, and provide a one-stop solution for customers.

· Introduce other financial products and services of the company (such as credit, family trust, charitable planning) according to customer needs


Languages
Cantonese
English
Mandarin
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User Support
Interviewing
Administrative Assistance

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JOE KWONG
Joint Key · Manager

Job Location

Kwun Tong-Kwun Tong, Kwun Tong

Kwun Tong

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