Social Media Manager

Job Summary

We are seeking a Social Media Manager to drive client acquisition and partnership growth for a financial advisory practice through strategic content creation, lead conversion, and event management, working closely with a licensed advisor to translate financial insights into engaging digital content.

Responsibilities

• Plan content topics aligned with the advisor’s positioning and target audience to support business growth
• Develop short-form video scripts, post outlines, and formats including talking-head videos and educational posts to engage audiences
• Translate complex financial concepts into clear, accessible content to enhance audience understanding
• Produce an average of two content pieces or videos per working day to maintain consistent engagement
• Monitor social media trends and market topics to generate relevant content ideas and increase online exposure
• Edit short-form videos for platforms like Xiaohongshu and WeChat Channels, adding subtitles, music, transitions, and visuals to boost engagement
• Assist with video shooting arrangements and on-site content production to ensure quality output
• Maintain a content calendar to ensure timely and consistent posting
• Respond promptly and professionally to comments, direct messages, and enquiries to foster audience interaction
• Follow up with leads to convert at least two new leads weekly and eight monthly into appointments attended by the advisor
• Identify common follower questions and develop content addressing these to enhance engagement
• Manage an online community positively and escalate sensitive enquiries to the advisor as needed
• Build and maintain referral partnerships by connecting with potential partners and assisting in signing referral forms twice weekly
• Support ongoing relationship management with existing referral partners to sustain business growth
• Organise weekly events (online or offline) with at least five attendees to generate leads and increase advisor visibility
• Manage event logistics including invitations, audio setup, recording, catering, ushering, feedback collection, and follow-up to ensure smooth execution
• Support clients through the advisory process to facilitate case sign-ups with the advisor
• Engage clients actively for seminars, broadcasts, and meetings to maintain momentum in the advisory process
• Coordinate client documentation and follow-up actions with the advisor to ensure case progression
• Track key content performance metrics such as views, engagement, saves, comments, and follower growth to evaluate impact
• Prepare content performance summaries and recommend future content directions based on data insights and audience feedback
• Explore and implement at least two AI tools or workflow automations monthly to enhance content creation and business development efficiency
• Collaborate with IT support to digitalise and streamline daily workflows for improved productivity

Required competencies and certifications

• Diploma or degree in Marketing, Communications, Business, Finance, Economics, Media, or related discipline, or equivalent relevant experience
• Proficiency in video editing tools such as CapCut/Jianying, Premiere Pro, Canva, or similar platforms
• Familiarity with social media platforms including Xiaohongshu, WeChat Channels, Douyin/TikTok, or similar
• Strong writing ability in Chinese; English communication skills are an advantage
• Ability to engage clients and business partners directly both online and at events
• Detail-oriented, responsible, self-driven, and able to work independently towards targets
• Strong sense of compliance and professionalism when handling financial-related content
• Willingness to support occasional weekend or evening events

Preferred competencies and qualifications

• Prior experience managing social media accounts, content channels, or personal portfolios
• Experience creating finance, education, lifestyle, or knowledge-based content
• Background in business development, sales support, community management, or event coordination
• Basic understanding of financial products such as funds, insurance, investment planning, or wealth management
• Experience using AI tools for content ideation, script drafting, editing, or workflow improvement
• Understanding of Chinese-speaking audiences or cross-border client content strategies