Senior Manager / Associate Director, Wealth Specialist

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Manulife Hong Kong
  • 16 Oct 18

Senior Manager / Associate Director, Wealth Specialist

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description
Responsibilities:

  • Primarily to engage in sales and promotion activities of Manulife mutual funds, investment choices under investment-linked assurance schemes ("ILAS") and single premiums ILAS through regular guidance and information provision to in-house agents.
  • Provide regular market update sessions by way of district visits, classroom training and coaching workshops for in-house agents.
  • Co-ordinate and offer support to in-house agents in prospecting events such as seminars to their clients and direct meetings with their clients.
  • Assist in the preparation of reports and sales materials for reference and use by in-house agents in respect of Manulife mutual funds, investment choices under ILAS and single premiums ILAS.
  • Carry out the duties as a designated Responsible Officer to supervise in-house agents with the SFC license in accordance to the Responsible Officers Manual and related guidance notes and practice notes with regard to the distribution of Manulife mutual funds.

Knowledge/Skills/Competencies/Education:

A. Experience and Qualifications:
  • Bachelor or Associate degree holder
  • Over 3-5 years of relevant experience in banking and/or financial services industries with at least 2 years of management or supervisory experience
  • Holding a registration with Hong Kong Monetary Authority as Relevant Individual or a license with the Securities and Futures Commission for Type 1 Regulated Activity (i.e. Dealing in Securities) in the last 3 years is a must.
  • Previous working experience as an Investment Consultant or Insurance Specialist is a definite advantage

B. Knowledge and Skills:
  • Dynamic individual with good interpersonal and communication skills
  • Mature and well-organized
  • Proactive and able to work under pressure and meet tight deadlines
  • Good command of both spoken and written English and Chinese
  • Excellent PowerPoint skills, Word and Excel


If you are ready to unleash your potential it's time to start your career with Manulife/John Hancock.

About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.