Wealth Management Manager

4 days ago


Hong Kong Island, Hong Kong SAR China Wrise Financial Management Services Limited Full time

Why Join Us? – Your Career Launchpad: 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: Personalized 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. What you'll be doing Understand and analyze financial needs for high-net-worth clients at different life stages. Deliver tailored‑made financial solutions by assessing market financial products including insurances, investments, trusts and retirement plans. Strengthen individual business with regular reviewing client portfolios for delivering latest valuable advice aligning with financial market trends. Keep abreast of latest financial products in the market and regulatory requirements in the industry. Actively explore potential clients by delivering premier services among company events. What we're looking for Minimum 3 years of experience 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. About us At WRISE, we don't just manage wealth; we build futures. We are a dynamic and forward‑thinking financial and insurance consultancy firm dedicated to nurturing the next generation of leaders. If you are ambitious, driven, and ready to fast‑track your career in global finance, this is your opportunity to build something extraordinary. APPLY NOW to take the first step towards an exciting career with WRISE. Website: LinkedIn: IG: wrise.wealth Application Questions Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How many years' experience do you have as a Wealth Management Manager? How many years' experience do you have in wealth management? #J-18808-Ljbffr



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