Management Associate (Insurance and Wealth Management)

Entry Requirements:

  • University graduates with bachelor 

  • Candidates with valid Hong Kong Identity Card / Dependent Visa / IANG visa is a MUST

  • Strong interpersonal, communication and presentation skills.

  • Result oriented with positive attitude
  • Aim for self-actualization for better life

Job Descriptions: 

  • Assess clients financial situations by conducting financial needs analysis

  • Analyze and provide total package of financial services planning 

  • Provide comprehensive wealth management services to clients from Hong Kong and China market, including:1. Risk Management2. Retirement Planning3. Asset Allocation4. Estate Planning

  • Build up close business relationship with clients and review their financial portfolios

  • Build up and manage wealth management team

Benefits:

  • Monthly allowance HKD 10-20K + uncapped commissions + competitive performance bonus

  • Great promotion opportunities with highly rewarding career

  • Professional Training with lots of training resources

  • Full sponsored overseas conventions and trips as performance reward
  • Fast track for career promotion and built own sales team

The first step to success road just kick Apply Now


Information :

  • Company : CPjobs.com
  • Position : Management Associate (Insurance and Wealth Management)
  • Location : Kwun Tong, Kowloon Peninsula
  • Country : HK

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Post Date : 2025-07-07 | Expired Date : 2025-08-06