Wealth Planning Consultant: Build Client Relationships

FWD Hong Kong; Hong Kong; On-site; HKD 240,000 - 420,000; Full time

Benefits offered by this job

Commission

Incentive bonus scheme

Wealth planning training programs

Job summary

FWD Hong Kong is seeking a wealth planning professional to network with clients, assess financial situations, and review existing plans while potentially leading and training a wealth planning team. The role emphasizes relationship management, sales-driven incentives, and participation in wealth planning programs.

Non-local graduates are welcome to apply; tertiary education or above is preferred. The position offers a competitive remuneration package with commissions and training opportunities

Qualifications

• Tertiary education or above.
• Strong interpersonal and communication abilities; interest in building own business.
• Non-local graduates are welcome to apply.

Responsibilities

• Client networking and relationship management to understand financial状况 and review plans.
• Manage and train wealth planning team.
• Participate in advisory activities and contribute to wealth planning services.

Skills

Interpersonal skills

Communication skills

Education

Tertiary education or above

Job description

FWD Hong Kong is seeking a wealth planning professional to network with clients, assess financial situations, and review existing plans while potentially leading and training a wealth planning team. The role emphasizes relationship management, sales-driven incentives, and participation in wealth planning programs.

Non-local graduates are welcome to apply; tertiary education or above is preferred. The position offers a competitive remuneration package with commissions and training opportunities