Wealth Management Trainee

What we provide?

• Full licensing training
• Client lead generation support
• Cutting-edgr financial planning tools
• Employee pension
• Medical insurance
• Commission pay
• Performance bonus
• Yearly bonus

Responsibilities

• Conducting in-depth financial needs analysis for individuals and families
• Developing customized financial strategies covering investments, insurance and estate planning
• Building and maintaining long-term client relationships through regular reviews
• Staying updated in market trends and regulatory changes
• Achieving business targets while maintaining ethical standards
• Claiming different kinds of insurance for clients

Requirements

• Obtaining level 3 for both Chinese and English; level 2 for Maths and any other two subjects
• Associate degree or equivalent or above
• Degree holders are preferred (any disciplines)
• Strong communication and analytical skills
• Self-motivated with a client-focused mindset
• Willingness to obtain relevant licenses (training provided)
• No prior financial experience required--comprehensive training and mentorship will be provided to help you succeed in this rewarding