This job is expired.

Financial Advisor Trainee

Hong Kong, Kowloon
Last update 2025-05-20
Expires 2025-05-19
ID #2790893331
15,000 HK$
Financial Advisor Trainee
Hong Kong, Kowloon,
Modified May 8, 2025

Description

2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Manulife Hong Kong and Macau Senior Wealth Management manager | Senior Corporate Business Consultant at Manulife HKAbout Manulife At Manulife, we are redefining financial services in Hong Kong by empowering our clients to achieve their goals through a variety of wealth management and insurance solutions. As a Canada-based global leader in financial service, pensions and insurance, we are committed to fostering talent, driving excellence, and delivering unparalleled value to our clients. Join our high-performing team and make a lasting impact our industry!About the Role We are seeking ambitious Financial Advisors to join our award-winning Wealth & Investment Planning team, recognised as the Highest Growth District in 2024 and Highest Production Champion in 2023. Whether you are a university fresh graduate eager to launch a rewarding career or an experienced manager from an insurance firm or bank seeking to elevate your expertise, this is your opportunity to shine in a young, energetic team with an average in their 30s. You will work under the guidance of an experienced financial management manager, delivering comprehensive financial solutions that encompass financial advisory, fund investments, pension schemes, personal insurance, and retirement, family, tax and legacy planning. Enjoy a competitive, performance-driven compensation package with tailored monthly allowances to kick-start your success. Why Join Out Team?Our team stands out in Hong Kong's competitive financial landscape through: Proven Excellence: Be part of a team who earned Manulife's Highest Growth District Award in 2024, Highest Production Champion in 2023, and 3rd-Highest Recruitment in 2023, showcasing our leadership in performance and talent development. Vibrant Team Culture: Thrive in a dynamic, young and energetic team with ample team-building activities and incentive trips, fostering innovation, passion for success and work-life balance. Exclusive Market and Geopolitical Insights: Gain a competitive edge with routine updates from our fund portfolio manager, offering deep dives into ongoing market trends and global events that shape investment opportunities. Investment-Oriented Financial Planning: Move beyond traditional insurance sales to deliver holistic, investment-driven solutions that prioritise client wealth growth. Systematic Team Training: Benefit from structured, hands-on training programmes designated to fast-track your expertise in financial advisory, client management, and investment strategies. Cold-Based Client Prospecting: Develop resilience and independence by mastering cold outreach techniques, building up your client base beyond family and friends - a skill which sets you apart in the industry. Key Responsibilities Provide personalised financial advisory services, including investment, insurance, retirement, and legacy planning. Develop and manage client portfolios, aligning with their financial goals and risk profiles. Proactively identify and engage prospective clients through cold-based prospecting and strategic networking. Collaborate with team members to deliver integrated wealth management solutions. Stay informed on market trends and geopolitical developments through exclusive team briefings. Contribute to team goals by participating in training and mentoring junior advisors (for experienced candidates). Who We are Looking For University Fresh Graduates (finance- or business-related fields not compulsory). Passionate, eager to learn, and ready to build a career in financial services. Experienced Managers: Proven experience in wealth management, banking or insurance, with strong client relationship skills and a desire to innovate. Self-motivated, resilient, and adaptable in a results-driven environment. Interest in investment markets, financial planning, and client-centric solutions. Proficiency in Cantonese and English; Mandarin or any foreign language are a plus. What We Offer Competitive Remuneration: Attractive commission- and bonus-based structure with tailored monthly allowances (MA) ranging from HK$15,000 to 100% of your previous job salary, based on your background and achievement of production goals. MA packages span 12 to 48 months, supporting both new and experienced advisors in reaching their full earning potential. Career Growth: Clear pathways to senior advisory and management roles in Manulife. Elite Training and Mentorship: Learn from industry veterans, including senior managers and portfolio managers, and access ongoing professional development. Innovative Tools and Resources: Leverage cutting-edge technology and proprietary insights, such as AI-based portfolio management and social media management, to deliver exceptional client outcomes. Team Culture: Join a collaborative, high-energy team that celebrate success and fosters innovation. How to Apply Ready to redefine wealth management with us? Submit your CV and a brief cover letter via Linked In, highlighting your passion for financial services and why you are excited to join our team. For enquiries, contact Daniel So on Linked In or by www.linkedin.com/in/daniel-so-694a62229 Seniority level Seniority level Internship Employment type Employment type Full-time Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x Get notified about new Financial Advisor jobs in Kwun Tong District, Hong Kong SAR. 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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Financial advisor trainee

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