Manulife Hong Kong and Macau

Wealth Management Consultant / Financial Planning Manager

Kwun Tong District, Kowloon, HK

Contract
8 days ago
Save Job

Summary

Company Description

Manulife Hong Kong and Macau, with over 125 years of trusted service, offers a diverse range of protection and wealth products and services to 2.4 million customers. As the No. 1 Customer Satisfaction insurance brand in Hong Kong, we are committed to being the most digital, customer-centric global company in our industry.


Role Description

  • Provide regular market updates for investment and insurance products to customers
  • Constantly identifying customer's needs and opportunities
  • Provide quality and professional services to customers
  • Develop and entrench in the relationship with the customers




Qualifications

  • University level education, preferably in Finance, Business, Economics or a related discipline
  • Pass in IIQE 1, 3, 4, 5 will be an advantage (A pass in HKSI 1, 7, 8 will be an extra)
  • Minimum 2 years of customer facing experience, preferably in finance planning / wealth management environment
  • Good presentation, communication and interpersonal skills
  • Good command of written and spoken Cantonese and Mandarin (English is optional)
  • Able to adapt well in a service oriented environment
  • In-depth appreciation of mainland culture and practices. Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome
  • Candidate without wealth management background will also be considered

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