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Manulife (International) Limited

Wealth Management Trainee / Corporate Benefits Consultant (Insurance & MPF)

Graduate · Insurance

Location
Ngau Tau Kok, Kwun Tong District
Opened
5 Oct 26
Closes
No date listed
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About the role

About the role This is a full-time Licensed Financial & Investment Advisor role in the Agency Team at Manulife. The team specializes in Mutual Funds, Investment-Linked Assurance Schemes (ILAS), Portfolio Construction, and MPF consolidation under the Manulife platform. You will receive 1-on-1 mentorship, fund selection training, and a monthly allowance scheme. Key responsibilities Provide professional mutual fund analysis, ILAS portfolio allocation, and investment review for individual and corporate clients Handle MPF consolidation, corporate employee benefits, and financial risk management using Manulife's strong market platform Conduct regular portfolio performance reviews and dollar-cost averaging strategy advisory Build personal branding and leverage team resources to acquire inbound leads About you Hong Kong Permanent Resident or valid Hong Kong work visa (IANG / Top Talent Pass TTPS / Dependant Visa) Degree or Associate Degree / Higher Diploma holder Strong interest in investment markets, fund analysis, and wealth advisory About us Manulife (International) Limited is Hong Kong's leading brand in MPF and wealth management. The team specializes in Mutual Funds, Investment-Linked Assurance Schemes (ILAS), Portfolio Construction, and MPF consolidation, providing deep-dive training on fund selection, market trends, ILAS portfolio construction, and dollar-cost averaging strategies.
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