Wealth Management Manager / Financial Planner 财富管理经理/财务规划师 (30K above)

Job title: Wealth Management Manager / Financial Planner 财富管理经理/财务规划师 (30K above)

Company: Waterdrop Financial Services (HK) Limited


Job description: 水滴金融服務（香港）有限公司（以下簡稱“水滴金融”）創立於香港，為個人和企業客戶提供專業的保險經紀及財富規劃服務，以用戶為本滿足多元化需求。公司憑藉前瞻性的營運理念、強大的產品業務支持網路、專業的規劃諮詢團隊為客戶的財富服務。透過這個龐大的平臺，我們為客戶提供理財策劃，強制性公積金，保險服務，風險管理等全方位金融服務。水滴金融母公司（水滴公司）已於二零二一年五月七日正式登陸紐約證券交易所（股票代碼：WDH）。https://www.waterdropfinancial.com/Job Responsibilities:

• Master the latest financial planning knowledge and market information
• Provide comprehensive wealth management services to clients
• Analyze and design wealth portfolios that meet client needs
• Continuously monitor investment portfolios and manage risks
• Cultivate both PRC and HK markets and proactively expand customer resources

工作职责：

• 掌握最新的理财知识及市场资讯
• 为客户提供全方位的财富管理服务
• 分析及设计符合客户需求的财富组合
• 持续监察投资组合及管理风险
• 深耕中港两地市场，积极拓展客户资源

Job Requirements:

• Bachelor’s degree in any discipline
• Hold Hong Kong ID/ IANG visa (currently effective/expired/eligible applicants who have not applied yet) / visa under Top Talent Pass Scheme (TTPS)/ visa under Quality Migrant Admission Scheme (QMAS)/ Dependent visa under TTPS or QMAS/ permit to enter Hong Kong and Macau (one-way permit)
• Target-oriented, responsible, passionate about work, and proactive in learning
• Good communication skills, and adept at teamwork
• Fluent in Mandarin & Cantonese preferred

工作要求：

• 任何学科的学士学位
• 持有香港身份证 / IANG 签证（现正有效 / 已过期 / 合资格但尚未申请的申请人） / 顶尖人才通行证计划 (TTPS) 签证 / 优秀人才入境计划 (QMAS) 签证 / TTPS 或 QMAS 受养人签证 / 入境香港及澳门许可证（单程证）
• 目标明确、有责任心、热爱工作、积极学习
• 沟通能力强，善于团队合作
• 能说流利普通话及粤语者优先

Expected salary:

Location: Tsim Sha Tsui, Hong Kong

Job date: Fri, 11 Jul 2025 07:11:43 GMT

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