Asset Management Trainee
2 weeks ago
這間香港頂尖的獨立金融顧問公司提供的職位，是渴望在資產及財富管理領域累積專業知識人士的絕佳跳板。這個角色結合實踐經驗與系統培訓，無論是應屆畢業生還是有金融業初步經驗者都適合申請，並提供與業界專家共同成長的明確途徑。以下是詳細介紹，幫助求職者評估自身契合度： 職位宗旨 作為資產管理培訓生 ，您將深入參與這間以客戶為中心的金融顧問公司的日常運營。這個職位旨在為您配備實用技能和行業知識，使您能夠投身於客戶投資組合管理、財務策略制定和市場分析等關鍵職能 —— 所有工作都會在資深專業人士的指導下進行。 您將負責的工作（主要職責） 您的日常任務將涵蓋客戶服務、分析和業務發展，確保全面的學習體驗： 客戶財務規劃 ：與顧問合作，評估客戶的財務狀況、目標和風險承受能力，然後協助制定符合其長期目標（如退休規劃、財富保值或增值）的個人化資產計劃。 投資組合監督 ：協助監控和調整客戶的投資組合，追蹤其相對於基準和市場狀況的表現，確保與客戶目標保持一致。 市場及監管情報 ：研究全球金融趨勢、新型投資產品（如共同基金、交易所交易基金、私募股權）以及香港的監管更新（如證券及期貨事務監察委員會的指引）。這確保公司的建議既符合法規，又具參考價值。 客戶溝通 ：準備清晰、以數據為依據的演示文稿、業績報告和提案文件，幫助客戶了解其投資組合和推薦策略。 建立關係 ：參加客戶會議，觀察顧問互動，學習客戶參與技巧，並逐步協助培養長期信任 —— 這是公司「量身定制解決方案」理念的核心。 業務發展 ：探索潛在的新客戶或合作夥伴，協助團隊拓展業務範圍，例如分析市場缺口或參與推廣活動。 您需要具備的條件（要求） 公司尋求具備堅實金融基礎和積極心態的求職者： 教育背景 ：金融、經濟、工商管理或相關領域（如金融數學）的學士學位，以確保熟悉風險管理、金融建模和市場動態等核心概念。 工作經驗 ：鼓勵應屆畢業生申請；有金融業實習經驗（如在銀行、資產管理公司或顧問公司）者優先，因為這體現了對行業工作流程的實際接觸。 技能與興趣 ：必須真正熱愛資產 / 財富管理和金融市場。您需要敏銳的分析能力（用於解讀市場數據）、出色的溝通能力（簡潔解釋複雜概念）以及人際交往能力（與客戶和同事建立良好關係）。 技術能力 ：熟練掌握微軟辦公軟件 —— 尤其是 Excel（用於數據分析、投資組合跟蹤）、PowerPoint（用於演示）和 Word（用於報告）—— 這對日常工作至關重要。 簽證與語言 ：必須持有有效的香港工作簽證。流利的英語和廣東話是必需的，以便與本地客戶和同事溝通；懂普通話者優先，因為這能增強您服務中國內地客戶（香港財富管理領域的重要客群）的能力。 您將收穫的福利（我們提供的待遇） 公司通過各種資源和機會助力您的成長： 系統培訓 ：全面的培訓計劃，涵蓋技術技能（如投資組合分析、金融建模）、監管知識（證監會合規要求）和軟技能（客戶溝通、談判）。 導師指導 ：來自資深金融顧問和業界專家的直接指導，他們會分享見解、反饋和職業建議。 職業晉升 ：明確的內部晉升途徑 —— 例如，隨著經驗積累，可晉升至助理金融顧問或投資組合經理等職位。 薪酬與文化 ：具競爭力的薪酬（根據經驗而定）和福利套餐（如醫療保險、業績獎金）。工作環境充滿活力且支持性強，強調合作而非等級制度。 #J-18808-Ljbffr
-
Private Asset
1 week ago
Hong Kong Island, Hong Kong SAR China Global Job Consulting Co. Full timePrivate Asset & Wealth Management Trainee Add expected salary to your profile for insights Join our team as an Asset Management/Wealth Management Advisor Trainee and embark on a fulfilling career in financial planning and wealth management. We are offering a dynamic environment where you can grow and thrive. What You’ll Be Doing Craft personalized...
-
Wealth & Asset Management Trainee
2 weeks ago
Hong Kong Island, Hong Kong SAR China Merit Personnel Full timeA financial services company in Hong Kong is looking for an Asset Management/Wealth Management Advisor Trainee. This full-time role involves crafting personalized financial plans, offering investment advice, and building client relationships while thriving in a dynamic environment. Candidates should have a degree in Finance or related fields, and key skills...
-
Private Wealth
2 weeks ago
Hong Kong Island, Hong Kong SAR China Global Job Consulting Co. Full timePrivate Wealth & Asset Management Trainee Add expected salary to your profile for insights About the role As an Advisor Trainee in Wealth & Asset Management, you will play a crucial role in helping clients achieve their financial goals. Based in the Wan Chai District, this full-time position offers an exciting opportunity to develop your skills and expertise...
-
Advisor Trainee in Wealth
2 weeks ago
Hong Kong Island, Hong Kong SAR China Global Job Consulting Co. Full timeAdvisor Trainee in Wealth & Asset Management About the role As an Advisor Trainee in Wealth & Asset Management, you will play a crucial role in helping clients achieve their financial goals. Based in the vibrant Wan Chai District, this full‑time position offers an exciting opportunity to develop your skills and expertise in the dynamic world of financial...
-
Advisor Trainee in Wealth
1 week ago
Hong Kong Island, Hong Kong SAR China Good Careers Co. Full timeAdvisor Trainee in Wealth & Asset Management About the role This is an exciting opportunity to join Wealth & Asset Management team as an Advisor Trainee. In this full-time role based in Wan Chai District, you will receive comprehensive training to become a trusted financial advisor, helping clients achieve their long-term financial goals. What you’ll be...
-
Private Asset Management Trainee
2 weeks ago
Hong Kong Island, Hong Kong SAR China Merit Personnel Full timeJoin our team as an Asset Management/Wealth Management Advisor Trainee and embark on a fulfilling career in financial planning and wealth management. This full‑time position is located in Sheung Wan, Central and Western District, offering a dynamic environment where you can grow and thrive. What You’ll Be Doing Craft personalized financial plans tailored...
-
Hong Kong Island, Hong Kong SAR China Global Job Consulting Co. Full timeA leading financial services firm in Hong Kong is seeking a Private Wealth & Asset Management Trainee to provide tailored financial advice and support to clients in achieving their goals. This full-time role offers comprehensive training, mentorship, and opportunities for career advancement. The ideal candidate will have a Bachelor's degree in Finance or a...
-
Hong Kong Island, Hong Kong SAR China Chun Pang Consultancy Company Full timeA consultancy firm based in Hong Kong is seeking an Investment Trainee who is eager to learn and grow within the investment management industry. This role offers extensive training and professional development opportunities, focusing on customizing investment plans and providing asset management solutions. Candidates must possess strong interpersonal and...
-
Hong Kong Island, Hong Kong SAR China Good Careers Co. Full timeA leading financial services firm in Hong Kong is seeking an Asset Management/Wealth Management Advisor Trainee to develop personalized financial plans and provide investment advice. This full-time role requires strong analytical skills and excellent communication abilities. Candidates should have a relevant degree and a commitment to client service. The...
-
Hong Kong Island, Hong Kong SAR China Global Job Consulting Co. Full timeA prominent financial services provider in Hong Kong is looking for an Advisor Trainee in Wealth & Asset Management. In this full‑time role, you will help clients achieve their financial goals while developing your skills within a dynamic team. Candidates should hold a Bachelor's degree in Finance or Economics, demonstrating strong analytical and...
