Wealth Management Manager

Full-time
Intermediate (3-6 years)

Posted 

Technical Skills

  • Marketing
  • Sales
  • Wealth Management

Job Description

Wealth Management Manager

Responsibilities

  • Provide wealth management services to high net worth customers
  • Promote various investment products to meet business targets
  • Provide marketing support to branch staff

Requirements

  • University degree in Finance, Economics or related disciplines
  • Minimum 5 years' experience in handling affluent customers
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CFA or CFP qualifications
  • Strong sales driven and result-oriented
  • Proficiency in both written and spoken English, Chinese and Putonghua
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder, HKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)