MANAGEMENT TRAINEE [**Welcome Fresh Graduate & IANG **]

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  • Communicate and identify financial needs for clients
  • Analyze and provide total package financial services planning
  • Provide prompt client services including banking, investment and insurance.
  • Handling clients' enquiries, monitoring, funds transfer, preparing marketing presentations etc.
  • To develop future business opportunity by maintaining good relationship with clients.
  • Maintain regular contact and deliver quality services for existing clients
  • Proactively share own experience to the team and facilitates team development in the quality of service provided
  • Support the business unit in marketing and promotion activities and events



✅ Able to Read Chinese words✅ University graduate ✅ Able to provide flexible, creative and authoritative service recovery solutions and alternatives to customers✅ Good leadership skill to drive the multi-functionaltaskforce for implementation✅ Strong communication skills, with the ability to interact with senior management✅ GOOD command of written and spoken Chinese, Good in English✅ A good team player with excellent interpersonal and communication skills✅ Good knowledge of financial operations ideally ✅ Welcome Fresh Graduate/ IANG holder/ Dependent visa holders




  • Medical benefits
  • Very Attractive Performance bonus and subsides: Competitive remuneration package, includingattractive performance bonus, quarterly incentive trip, annual overseas conference and year-end bonus will be offered to the right candidate.
  • Excellent career path to management level in 1-2 years
  • Professional training to worldwide recognizable qualification Million Dollar Round Table (MDRT)
  • Comprehensive in-depth training with personal coaching
  • Will help to achieve professional destination (MDRT, CFPCM, ChFC, RFP, RFC, etc.)
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