Private Wealth Management Manager (Basic HKD 20,000 + attractive incentive scheme)

Challenge Elites Company Limited
Salary provided
Posted on 22 Sep 2020

Private Wealth Management Manager (Basic HKD 20,000 + attractive incentive scheme)

Challenge Elites Company Limited

Job Highlights

  • Monthly salary $20k-$50k, Flexible working hours
  • Excellent career path, one-year fast promotion
  • Well-structured training,overseas trips every year

Job Description

Job Description

  • An opportunity to provide private client services to high net worth individuals. We believe our approach is paramount, and proven to be a necessity in each individual's portfolio.
  • If you are seeking a role where you become a complete entrepreneur, where growth and opportunities are unlimited; this platform will fulfill your aspirations.
  • Assess clients’ financial situations by conducting financial needs analysis
  • Analyze and provide total package of financial services planning
  • Provide comprehensive wealth management services to clients from Hong Kong and China market, including:

             a. Risk Management
             b. Retirement Planning
             c. Funds investment & Education Fund Planning
             d. Family Trust & Estate Planning
             e. Set up private bank account for clients, premium financing
             f. Build up close business relationship with clients and review their financial portfolios

 You are:

  • University graduates with Bachelor or master’s degree in any discipline
  • Previous related working experience is an advantage (experience in banking industry or similar background in Hong Kong or mainland will be an advantage)
  • Seeking job fulfillment and Financial Rewards
  • Looking for Career Development and Personal Growth
  • Good numerical skill and business sense
  • Strong interpersonal, communication and presentation skills
  • Proficient at written English, Chinese and/or excellent at Mandarin
  • Candidates with valid Hong Kong Identity Card is a MUST

 We offer:

  • Monthly Salary ($20,000-$50,000)
  • Year-end bonus & performance bonus
  • Five-day work weekly  public holidays
  • Leadership by a team of experienced and well respected mentors
  • 3 years Well-structured and comprehensive training program (pre-job and on-job training)
  • Excellent career path, one-year fast promotion to management level
  • Overseas trips and conventions every year

Additional Information

Career Level
Years of Experience
1 year
Job Type
Full Time, Permanent

Additional Company Information