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Wealth Management Consultant

Hong Kong, Kowloon
Last update 2025-03-15
Expires 2025-04-15
ID #2650422863
Free
Wealth Management Consultant
Hong Kong, Kowloon,
Modified March 11, 2025

Description

Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Ex-Deloitte Senior Consultant | Quality Assurance Specialist | Test Specialist | Wealth Management | Talent Acquisition 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 This is a full-time role for a Wealth Management Consultant at Manulife Hong Kong and Macau. The consultant will be responsible for financial planning, retirement planning, investment advice, and consulting services to clients on wealth management strategies. Qualifications University level education, preferably in Finance, Business, Economics or a related discipline Minimum 2 years of working experience is preferred Financial Planning and Finance skills Experience in Retirement Planning and Investments Strong analytical and numerical abilities Excellent communication and interpersonal skills Relevant certifications (IIQE, CFA, CFP) are a plus Fluent in Cantonese (Mandarin is optional)Candidate without wealth management background will also be considered Seniority level Entry level Employment type Full-time Job function Finance and Sales
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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Wealth management consultant

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