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Wealth Management Manager- (5 days work)Company Confidential
  • Kwun Tong Area
  • HK$25,000 - 55,000 /month (negotiable)
  • Posted on 19 Mar 2019
Wealth Management Manager- (5 days work)Company Confidential
Job Highlights
  • Business Development & Team Building
  • Great remuneration up to $40,000 & Bonus
  • 5 days work & 21 days annual leave
Job Description

 

Job Descriptions:

We are looking for candidate with min. 5 years' work experience preferable in sales, marketing, business development or general management from a variety of industry sectors. Key requirements are the talented will be totally customer-driven, has a proactive approach, entrepreneurial spirit, Hong Kong resident and fluent in Cantonese.

  • Maintain the existing clients and acquire new clients to solicit business opportunities and promote financial services.
  • The most appropriate product range and pricing and delivers high-quality customer service and handles complaints effectively, also help to develop product marketing campaigns

  • Identify customer needs through financial analysis and provide customized solutions on a comprehensive range of investment, wealth management products and trust & fiduciary services
  • Lead and drive sales performance of financial team members to achieve overall sales targets assigned for investment products;

  • To analyses markets and opportunities to identify potential sources of competitive advantage. It also reviews performance against agreed plans, including our business transformation initiatives, and works with finance to develop sales strategies and business plans for management  to optimize sales capacity and effectiveness;

  • To help clients to grow, manage and preserve their wealth, through services such as investment product. Our wealth teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, insurance, financing and MPF funds. 

  • Conduct regular coaching, training and market / product briefing to financial team members to enhance their knowledge and selling skills;
  • To design and pricing of our insurance products, which include life assurance and pension schemes as well as vehicle, home, health and income protection cover. 

  • Provide professional support and advice to financial team members through joint sales calls and regular portfolio reviews;

Remuneration:

  • Attractive remuneration up to $40,000 + Bonus
  • Management & Performance Bonus
  • Year end performance bonus
  • Comprehensive Financial Planning training
  • Group life and Group medical including spouse
  • Overseas Convention
  • Preferred mortgage rate

 

Interested parties please contact our Director Peter Lee by contact: 6904 0617.

Additional Information
Years of Experience
3 years
Employment Type
Full Time, Permanent
Benefits
Five-day work week, Free shuttle bus, Life insurance, Medical insurance, Performance bonus
Company details

We refined its market-leading role in financial protection and wealth management. Manulife’s portfolio of financial products includes life insurance, pensions, mutual funds, annuities, group benefits and MPF Services. Our more than 20,000 employees and thousands of distribution partners now serve millions of customers in 21 countries and territories around the world.

At Manulife, we are creating opportunities in our Financial Management teams for dynamic professionals to work with our expanding customer portfolio.