About the role
FinEx AI summary
Full-time licensed financial and investment advisor role in Manulife's Agency Team, covering mutual funds, ILAS portfolio allocation, MPF consolidation, and corporate employee benefits. Responsibilities include client portfolio reviews, dollar-cost averaging advisory, and lead acquisition. Open to Hong Kong residents or valid work visa holders with a degree or higher diploma.
Core skills Mutual Funds Investment-Linked Assurance Schemes (ILAS) Portfolio Construction MPF Consolidation Employee Benefits Financial Risk Management
Role details
Work style On-Site
Posted 5 Oct 2026
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