Wealth Management Manager

Why Join Us? – Your Career Launchpad:

We invest in your success from day one. When you join our Future Leaders Programme, you’ll receive:

  • 5 day work + Competitive Pay With Monthly Incentive + Year End Bonus + Company Trips
  • Accelerated Growth: A structured, level-by-stage training curriculum covering technical knowledge, sales mastery, and personal development.
  • Path to Leadership: A clear and rapid promotion path to managerial positions based on performance, not just tenure.
  • Full Financial Support: Comprehensive sponsorship for all required professional qualifications and licensing examinations (e.g., HKSI, IIQE).
  • Uncapped Earning Potential: A highly attractive remuneration package featuring a competitive base allowance, generous commission structure, and performance bonuses.
  • Global Exposure: Reward and recognition through international conventions and overseas trips to global financial hubs.
  • Dedicated IANG Support: Personalised assistance and documentation support for your visa application and renewal process.
  • Mentorship: Receive one-on-one coaching from our top-performing senior consultants and leaders.
Job Responsibilities
  • Understand and analyze financial needs for high-networth clients on different life stages.
  • Deliver tailored-made financial solution by assessing market financial products including insurances, investments, trusts and retirement plans.
  • Strengthen individual business with regular reviewing client portfolios for delivering latest valuable advices aligning with financial market trend.
  • Keep abreast of latest financial products in market and regulatory requirements in the industry.
  • Actively explore potential clients by delivering premier services among company events.
Requirements
  • Minimum 3 years of experiences in Wealth Management, preferably from insurance brokerage and investment field
  • Experience in Trusts is an advantage
  • Degree holder with SFC Type 1, 4 & 9 licenses and IA licenses (IIQE 1,3 & 5)
  • Sales oriented with excellent interpersonal skills
  • Demonstrated strong initiative to achieve ambitious target
  • Good analytical skills and selling skills
  • Proficient in both spoken and written English and Mandarin

Apply now and join us on our exciting journey! For interested applicants, please submit your resume to hr@wriseprestige.com

Wealth Management Manager

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