Investment Wealth Manager
Hong Kong, HK

The Opportunity

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Investment Wealth Managerwith the resources to solve critical problems for the future of our business, which is why we need you.

What motivates you?

You obsess about customers, listen, engage and act for their benefit

You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes

You thrive in teams, and enjoy getting things done together

You take ownership and build solutions, focusing on what matters

You do what is right, work with integrity and speak up

You share your humanity, helping us build a diverse and inclusive work environment for everyone

We are looking for someone :

University graduated or equivalent with working experience in financial industry, preferable at least 3 years mutual funds sales experience

Complete licensing examination for Securities and Futures intermediaries Paper 1 and 4

Passionate about financial market and investment world

Excellent people skills

Relationship building is the key part of the success in the role

Strong verbal and written communication skill

Entrepreneurial, Self motivated and work independently

On the job you will :

Achieved mutual fund sales (gross / net / AUM, Asset-based Account) target required under Manulife InvestChoice Account service and Manulife iFunds digital tool

Identify potential clients for investment sales opportunities from existing client base and / or new to Manulife Investment Management prospects based on own contacts as well as generated by marketing activities and other media

For selective SFC Licensed Manulife Insurance Agents, build effective partnership relationship with them, to generate referral for investment sales

For the partnering LRs, participate client joint call initiated by LRs or initiate solely while keeping partnering LRs informed for total relationship management to conclude investment sales and to provide ongoing investment market and product update, portfolio review and upselling opportunity

Successfully establish an understanding of the nature and needs of potential clients on investment solutions, and provide professional after-sales service to respective clients

Supports the achievement of sales and performance targets as agreed with the Head of Affiliate Wealth

Adhere the defined sales process framework as described by the company and keep up high level sales quality at all time

Protect the Company’s assets and complies with all regulatory, legal and ethical requirements

Our commitment to you

Our mission; to be a part of making Decisions Easier and Lives Better

A leadership team dedicated to your growth and success

A bold ambition and set of goals to be a leader in driving transformation in our industry

Our best. Every day.


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