SEEK Asia Style Guide

Management Trainee / Wealth Management & Protection Manager慧盈理財
  • North Point
  • HK$20,000 - 35,000 /month (includes high commission)
  • Posted on 11 Mar 2019
Management Trainee / Wealth Management & Protection Manager慧盈理財
Job Highlights
  • Professional Financial Services Provision to Clien
  • Fresh graduates will also be considered
  • Flexible working schedule
Job Description

Job Descriptions: 
1. Professional Financial Services Provision to Clients

  • Solicit and establish relationship with potential clients
  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning 
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Recruiting &Training and Managing Team

3. Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills


  • Degree holder in all discipline (Fresh graduates will also be considered)
  • Mature, self-motivated, hardworking and willing to learn
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Experience in banking industry will be an advantage

Our Benefits: 

  • Flexible working schedule
  • Professional training program (Pre-job and on-job training)
  • One year fast-track promotion program to Senoir Manager /Assistant Unit Manager
  • Excellent career path to management level
  • Monthly allowance ( $15000 - $50000 )+ Attractive commission package + year-end bonus + comprehensive fringe benefits 
  • Overseas trips and conventions

******  HKID(Include Temperory)  Holders ONLY  ******

Additional Information
Years of Experience
Employment Type
Contract, Full Time, Internship, Temporary
Flexible working hours, Life insurance, Medical insurance, Performance bonus, Travel allowance, Work from home
Company details

A famous financial services company which helps clients financial planning for insurance, saving, investment, retirement & estate planning needs. We corporate with the world's leading international insurance and financial services organizations with operations in near 130 countries. We are looking for the high calibre to explore the financial services market to individuals and corporates.