Wealth Management Trainee (Welcome Fresh Graduates & IANG Holders)

Job Description

Management Trainees mainly provide professional and financial advice and services to clients, and manage clients' wealth assets and portfolios through investment vehicles. Accepted candidates will work closely with an outstanding and supportive team, which has been top-ranked in Asia for 6 years. All applicants will undergo careful selection processes.

The job can be categorised as follow:

1. Professional Financial Services Provision to Clients

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• Risk Management Planning
• Estate Planning
• PRC Business & CIES (Capital Investment Entrant Scheme) Planning

2. Team Management

• Attempt Planning Strategies for Constructing Team
• Learn Recruiting & Managing Team
• Share Marketing Strategies in Team

3. Self Continuous Improvement

• Achieve Professional Destinations (MDRT,CFPCM,CHFC,RFP,RFC,etc.)
• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

Requirements

• Bachelor Degree Holder or above in all discipline. 
• Excellent interpersonal and communication skills.
• Energetic and outgoing.
• Mature and self-motivated.
• Overseas graduates and PRC students with IANG are welcome to apply.

Benefits

• Professional pre-job and on-job trainings will be provided. Excellent career path to management level.
• A minimum of 2 overseas trips and conventions annually.
• Expected salary per year: HKD 550,000 or above.