K
Responsibilities
- Manage and deepen relationships with affluent and high-net-worth clients.
- Provide comprehensive wealth advisory services covering investments, insurance, deposits, FX, structured products, and estate planning solutions.
- Identify clients' financial objectives and deliver tailored wealth management strategies.
- Conduct regular portfolio reviews and proactive market updates.
- Achieve assets under management (AUM), revenue, and client acquisition targets.
- Collaborate closely with investment specialists, insurance consultants, and product partners to deliver holistic solutions.
- Develop business through referrals, networking, and existing client relationships.
- Degree holder in Finance, Business, Economics, or related disciplines.
- Proven experience in Private Banking, Private Wealth Management, Retail Banking Wealth Management, or Financial Advisory.
- Strong knowledge of investment and insurance products.
- Relevant licensing qualifications (HKSI / IIQE)
- Excellent communication, relationship-building, and business development skills.
- Self-motivated with a strong client-centric mindset.
- Fluency in Chinese and English
ManpowerGroup Greater China Limited started its business in Hong Kong and Taiwan in 1997. Since that time, it has accelerated its market expansion and...
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Manpower
Hong Kong
Manpower
Hong Kong
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