Family Office Management Manager

Why Join Us? – Your Career Launchpad:

We invest in your success from day one. When you join our Future Leaders Programme, you receive:

• 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

1. Understand and analyze financial needs for high-networth clients on different life stages.
2. Deliver tailored-made financial solution by assessing market financial products including Insurance, Investments, Trust , Family Office and retirement plans.
3. Strengthen individual business with regular reviewing client portfolios for delivering latest valuable advices aligning with financial market trend.
4. Keep abreast of latest financial products in market and regulatory requirements in the industry.
5. Actively explore potential clients by delivering premier services among company events.

What we're looking for

1. Minimum 3 years of experiences in Wealth Management, preferably from insurance brokerage and investment field
2. Experience in Trusts is an advantage
3. Degree holder with SFC Type 1, 4 & 9 licenses and IA licenses (IIQE 1,3 & 5)
4. Sales oriented with excellent interpersonal skills
5. Demonstrated strong initiative to achieve ambitious target
6. Good analytical skills and selling skills
7. Proficient in both spoken and written English and Mandarin