Wealth Management Manager (Hong Kong, Macau and China Region)
財富策劃經理
Seeds Financial Group in partnership with one of the world’s largest financial groups provides advisory services using a wide range of risk management, strategy and asset allocation plans, enabling our clients to achieve their financial goals and future needs.
With wealth management continuing to be a fast-growing industry in Hong Kong and China, we are looking for an ambitious individual to be part of our dynamic team.
Role description
Key responsibilities:
• Develop and implement customized financial and investment strategies for HK and Mainland exclusive clients.
• Monitor and manage client portfolios, regularly assessing and adjusting investment allocations to meet financial goals.
• Maintain close communication with existing clients, understanding their needs, and providing expert guidance.
• Stay informed about market trends and economic indicators, offering forward- looking investment insights and risk management strategies.
Our company will provide:
• Local and overseas conventions.
• Fast-tracked career progressions
• Ongoing professional development and training opportunities.
• Flexibility to help you enjoy a work-life balance.
• Attractive package, performance-based bonus and commission.
You must be:
• A degree holder.
• Fluent in reading and writing Cantonese and Mandarin. (English is a plus)
• Looking for a challenging career.
• Have great interpersonal skills.
• Have a great understanding of financial markets.
• A valid working visa.
• Passionate about life and building a brighter future.
Candidates who are transitioning and looking for a career change from a different industry are welcome. Applicants with less experience will be considered for manager/ executive positions.
Interested applicants may send their resumes directly to: hr@actiondoitnow.com
Note: Our company is an Equal Employment Opportunity employer that adheres to policies that are based on merit and business needs when it comes to hiring, recruitment, compensation, benefits, terminations and all other terms of conditions of employment. Please accept our utmost appreciation for your interest and while we may contact you to request further information, please note that only applicants under consideration will be invited for a follow-up interview. Candidates without an appropriate visa to work in Hong Kong will not be entertained.