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
Consulting expertise in wealth management
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
