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Associate Wealth ManageriOSTOL Human Resource Limited
Associate Wealth ManageriOSTOL Human Resource Limited
Job Highlights
  • Wealth Management
  • Financial analysis and solution
  • Flexible working hour
Job Description

 Associate Wealth Manager 


  • Provide professional financial analysis and solution for clients
  • Plan and organize various sales promotion activities
  • Develop and manage professional financial strategic
  • Construct investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
  • Monitor and review investment portfolios performance of the business as a whole
  • Develop and nurture long-term business relationship with clients and ensure consistent satisfaction
  • Interface with clients to understand the business needs and explore service opportunities
  • Prepare presentations and proposals for both internal and client usage 



  • University graduate in Finance or related discipline, preferably a CFA holder
  • At least 3-5 years relevant experience in Business Development
  • Excellent communication skills, positive and responsible
  • Corporate with team spirit and willing to face challenge
  • Immediate availability preferred


  • Generous and lucrative bonus (A monthly allowance plus attractive commission)
  • Overseas trips & conventions plus excellent career path
  • Excellent, well-structured and comprehensive in-house training programs which lead by our experienced and well recognized mentors
  • Flexible working hour
  • Comprehensive and well-structured development programs provided


***Only candidates authorized to work in Hong Kong will be considered***


Please note: 
Shortlisted candidates will be notified for interview within 4 weeks of the date of this advertisement. All personal data collected will be kept confidential and used for recruitment purposes only.

Additional Information
Career Level
Entry Level
Years of Experience
Employment Type
Full Time
Company details

iOSTOL Human Resource is one of the world's leading consultancy firm that specializes in recruitment of finance, banking and accounting professionals. We aim specifically at providing services to corporations in Hong Kong and the Greater China.

We are well-known for our dedication and professionalism in delivering the highest level of services to our clients. Businesses turn to iOSTOL Human Resources for personalised service and access to the most qualified talent for their recruitment needs. Experienced candidates work with us because we can provide them with rewarding employment opportunities and guidance at every stage of their careers.