Wealth Management Manager (Hong Kong) / 財富管理經理(香港)

Wealth Management Manager (Hong Kong) / 財富管理經理(香港)

Job Descriptions :

Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients

Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles

Develop and expand existing network through customer relationship management

Lead team and implement strategic planning for team management

What We Offer :  (EXTRA $0 for Outstanding Candidate)

Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$,+)

HK$,+）

Overseas trips & conventions (3-4 destinations : Boston, New Zealand, Japan , Dubai, Taiwan etc)

3-4 目的地：波士頓、新西蘭、日本、迪拜、台灣等）

Well-developed One-year fast track program for new graduate or junior to Senior Manager / Assistant Unit Manager

Comprehensive in-depth training with personal coaching

Well-structured development program to help you become a member of Million Dollar Round Table Professional designations training MDRT, CFP, CFA, RFP, RFC

CFP、CFA、RFP、RFC

Requirement :

University degree holder or equivalent (Welcome IANG visa and dependent visa holder)

IANG QMAS TTPS 簽證和家屬簽證持有者）

Final year students or recent graduates with a bachelors degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities :

A team player with leadership potential

Strong analytical and communication skills and self-motivated

Excellent command of written and spoken English and Chinese (preferably including Putonghua)

Hong Kong Permanent resident / HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only

Fresh graduates / candidates with less experiences are welcome to join the trainee program

IANG 和家屬簽證）

ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients.

ONE是一群專注於財富管理和全球頂級基金投資信託服務和退休規劃等方面的專家，我們為客戶提供無縫的財富管理服務。

Our Culture

Diversity of Culture

Our colleagues are from diverse backgrounds including worldwide elite and local KOL, such as Stanford University, Top Hong Kong Foodie. We supporting each other at all times shapes our core values.

KOL，如斯坦福大學、香港百強美食家。我們相互支持塑造團隊的核心價值觀。

Synergy

Coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences.

Create Personal Brand

We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential.

Why Work Here?

We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business involves, while our experience managers support and coach you through on-the-job experience and formal training.

We concentrate on financial advisory and specialize in private client services : asset allocation, wealth succession, private trust, investment, and retirement planning to high-net-worth individuals, their families.

We are the few teams who provide digital working platform to facilitate colleagues self-improvement and career opportunities.