Position Overview

Wealth Manager is a client-facing role, through a combination of client-management skills, planning, marketing, and product knowledge to address the specific needs and service issues of clients in order to cultivate existing and potential client relationships.

Responsibilities

• Evaluate client’s financial documents including their income, expenses and liabilities.
• Offer support and guidance in financial, insurance and investment planning.
• Create strategic financial plans and budgets for clients.
• Monitor client’s need and adjust their financial plans accordingly.
• Prepare financial and business analysis reports.
• Present and market financial products and services
• Find potential clients and maintain long-lasting relationship with current clients.
• Ensure to stay updated on the latest regulation, practices and financial products.
  
  

Qualifications & Skills Required

• University degree or equivalent, qualifications such as IIQE, HKSI & MPF, CFP^CM will be an advantage
• Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage 
• A minimum of 3 years working experience or 1 year of relevant experience
• Outstanding communication and presentation skills.
• Must demonstrate strong attention to detail and excellent problem-solving abilities.
• Able to understand complex information.
• Able to work independently, as well as in a group setting
• Good command of both verbal and written English and Chinese, Mandarin will be a definite advantage.