Wealth Management Manager

First Shanghai Investments Ltd; Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Benefits offered by this job

Attractive package

Job summary

First Shanghai Wealth Management Limited seeks highly driven professionals to grow with the company. You will develop markets, manage client portfolios, and provide professional asset allocation advice for high-net-worth clients.

You will establish long-term relationships and offer comprehensive financial solutions including investments, insurance consulting and family trusts where applicable. Mandarin fluency is essential for mainland clients, with English and Chinese communication skills

Qualifications

• Degree or above in banking or financial services.
• License holder of SFC, IIQE or MPF.
• Good knowledge of financial products and insurance products.
• Proven ability to build and maintain relationships with high-net-worth clients.
• Good insight in investment strategies and market trends.
• Strong analytical and problem solving skills.
• Good communication and interpersonal skills.
• Proficiency in English and Chinese; Mandarin essential for mainland clients.
• IANG candidates with strong networks welcome.

Responsibilities

• Market development and client portfolio management.
• Provide comprehensive financial solutions including investment, insurance consulting and family trusts when applicable.
• Monitor client portfolios and adjust strategies based on market trends and client needs.
• Establish and maintain long-term relationships with high-net-worth individuals.

Skills

Relationship management

Financial analysis

Communication skills

Interpersonal skills

Problem solving

Education

Degree in banking/finance

Tools

SFC/IIQE/MPF license

Job description

Our subsidiary First Shanghai Wealth Management Limited is looking for highly driven individuals who are motivated to grow and excel with the company.

Job Description

Key responsibilities

Market development, managing client portfolios, and providing professional asset allocation advice.

Establish and maintain long-term relationships with high-net-worth individuals.

Provide comprehensive financial solutions such as investment, insurance consulting and family trust when applicable.

Monitor client’s investment portfolios and adjust strategies based on market trends and client needs.

Requirements

Degree or above in banking or financial services preferably

License holder of SFC, IIQE or MPF

Good knowledge of both financial products and insurance products

Proven ability to build and maintain relationships with high-net-worth clients.

Good insight in investment strategies and market trends.

Strong analytical and problem solving skills

Good communication skills and interpersonal skills.

Proficiency in English and Chinese (fluent Mandarin is essential for communication with mainland clients).

IANG candidates with strong networks are welcome

We offer attractive packageto the right candidate.