Wealth Management Manager (Hong Kong) /財富管理經理(香港)

Job Descriptions:

職位描述：

Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients

為高淨值個人和企業客戶提供全面的財富管理建議

Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles

為客戶提供財務計劃，建立投資組合，同時通過一系列投資工具最大化提昇客人利益

Develop and expand existing network through customer relationship management

通過客戶關係管理開發擴展現有網絡

Lead team and implement strategic planning for team management

領導團隊並實施團隊管理的規劃

Requirement (要求):

University degree holder or equivalent (Welcome IANG visa and dependent visa holder)
大學學位持有者或同等學歷（歡迎 IANG 簽證持有者）
Final year students or recent graduates with a bachelor's degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities:
Genuine passion to pursue a career in insurance sector

A team player with leadership potential

Strong analytical and communication skills and self-motivated

Excellent command of written and spoken English and Chinese (preferably including Putonghua)

歡迎擁有學士學位的應屆畢業生或應屆畢業生，修讀金融、經濟、會計、精算、保險或工商管理者優先，並具備以下素質：
對從事金融業的熱情

具有領導潛力的團隊合作者

較強的分析，溝通和自我激勵能力

流利廣東話英語（最好包括普通話）

Hong Kong Permanent resident/ HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only

Fresh graduates /candidates with less experiences are welcome to join the trainee program

香港永久居民/香港身份證持有人僅在香港有效的工作許可證（IANG和家屬簽證）

經驗淺薄應徵者可考慮參與ONE 2025 財富管理實習計劃。

Welcome to send CV by email: secre.marvinteam@gmail.com for the enquiry