Wealth Management Manager

7 Job Postings

2024-11-07 - 2025-02-07
Responsibility Job Growth Skills Requirement Skills Distribution Statistics

Responsibility

The common responsibilities for this position include providing professional wealth management services, such as life protection, wealth management, retirement planning, and MPF solutions to individual and corporate customers. The role involves meeting clients to offer customized wealth management advice, focusing on Life Risk Management and Asset Management, while building and maintaining friendly relationships with clients. Additionally, the position requires exploring potential market opportunities and complying with CPD requirements and relevant wealth management courses to maintain professionalism. The manager will also conduct a comprehensive training course, participate in an internship with a Global 500 company, develop networking skills, and engage in family financial planning fundamentals. Mentorship coaching and collaboration with experienced insurance professionals are essential for gaining insights into agency work experience and fulfilling job application prerequisites to obtain graduation certificates.

Job Growth

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Skills Requirement

The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.

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Skills Distribution

The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.

CommunicationInterpersonal Skills
Time Management
N/A
Banking KnowledgeChinese

Statistics

Types of companies in the sector that have advertised a position

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Education level required as indicated

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Fields of study of the positions advertised by employers

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Employment Mode of the positions advertised by employers

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Employment Type of the positions advertised by employers

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