Wealth Management Manager

Job Responsibilities - Develop and expand integrated services covering study abroad, immigration, visa renewal, and insurance/wealth management, serving high-net-worth family clients. - Provide Hong Kong and global study-abroad planning and Hong Kong identity/immigration planning solutions, tailored to each client family’s needs. - Manage end-to-end case handling for study abroad, immigration, visas, and insurance/wealth management to ensure smooth project implementation and completion. - Offer one-stop family wealth solutions, including asset allocation, family trusts, and insurance protection. - Maintain long-term client relationships and identify additional family and business needs. Job Requirements - Fluent in Mandarin, with strong communication and client-facing skills; Cantonese proficiency is a plus. - Able to independently design client solutions, conduct client communications, and execute project delivery; familiarity with Hong Kong’s finance, immigration, and education sectors is preferred. - Outgoing and professional demeanor, proactive and responsible work attitude, with a strong service mindset. - Strong execution skills, effective team collaboration, and willingness to continuously learn about finance and policy-related developments. What We Offer - Flexible working arrangements with adaptable scheduling. - Comprehensive training on products and policies to help you get up to speed quickly. - Additional allowances plus performance-based commissions, creating a diversified income structure. - Shared team resources, including support from lawyers, education consultants, and other specialists. - Opportunities to engage with high-asset clients across Asia and the Greater Bay Area, offering significant growth potential. We welcome individuals interested in Hong Kong wealth management, immigration/education, and insurance/wealth planning to join us in delivering one-stop family services.

• Financial Consultant, Wealth Management & Leadership Development

  AIA Hong Kong and Macau · Hong Kong, Hong Kong SAR

• Head of Sales Operations – Wealth Management (Hong Kong) KY-3WA4

  Kaiyiee Global Talent · Hong Kong, Hong Kong SAR

• Wealth Management Manager

  AIA Hong Kong and Macau · Hong Kong, Hong Kong SAR

• Deputy Head / Head of Wealth Management Centre

  Hays · Hong Kong, Hong Kong SAR

• 2026 Full Time Wealth Management Manager (Fresh Grad & IANG & TTPS are Welcomed)

  AIA Hong Kong and Macau · Hong Kong, Hong Kong SAR

• WeLab Bank - Senior Associate, System Analyst (Wealth Management)

  WeLab Bank · Hong Kong, Hong Kong SAR