Financial Planning Manager / Wealth Management Manager / Team Manager

Company Description

Manulife has been a trusted financial institution in Hong Kong for over 126 years, serving 2.4 million customers across Hong Kong and Macau. Known for its diverse range of protection and wealth solutions, it holds a leadership position as the No. 1 MPF service provider and a top insurance brand in customer satisfaction and advocacy in Hong Kong. With a strong ambition to become the most digital and customer-centric global financial company, Manulife is dedicated to providing innovative financial solutions that enhance the daily lives of individuals in Hong Kong, Macau, and the Greater Bay Area.

Role Description

This is a full-time hybrid role for a Financial Planning Manager / Wealth Management Manager / Team Manager located in the Ngau Tau Kok district, with opportunities for partial remote work. The role involves leading and managing a team to deliver financial planning and wealth management services, providing tailored financial solutions to clients, and ensuring the ongoing development and mentorship of team members. Additionally, you will be responsible for meeting individual and team sales targets, assisting with client investment portfolios, and analysing financial trends to identify opportunities for growth and improvement.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related discipline preferred
• IIQE (1, 3, 4, 5) preferred; HKSI (1, 7, 8) an advantage
• Customer-facing experience, ideally in financial planning or wealth management
• Strong communication, presentation, and interpersonal skills
• Proficiency in Cantonese (Mandarin and English are advantage)
• Adaptable, service-oriented, with a strong appreciation for mainland culture and practices
• IANG, QMAS, TTPS candidates are welcome
• Candidates without direct wealth management experience but with strong client-facing skills will also be considered
• Candidates with prior experience as a bank teller, in customer service, as a relationship manager, or in private/investment banking are strongly encouraged to apply. Your skills in client servicing, financial advisory, and relationship management are highly transferable and valued in this role.