Wealth Management Trainee

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A dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...

A dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...

A leading wealth management firm in Hong Kong is seeking candidates to provide comprehensive financial advice to high-net-worth individuals and corporate clients. The role involves designing customized financial plans, developing a client network, and leading a team. Applicants should have a university degree, excellent communication skills in English and...

Management Trainee - Wealth Management & Insurance Open to ALL Bachelor's & Master's Graduates - No specific major required! Fast-Track to Leadership: Clear path to Senior Advisor / Team Lead in 12‑18 months Attractive Base Salary + High‑Performance Commissions & Bonuses Comprehensive Training Program: Master insurance products and sales strategies Job...

Provide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...

A leading financial services firm in Hong Kong is seeking a Customer Relationship Manager/Trainee to join their intensive training program. The role involves engaging high-net-worth clients, conducting financial needs analysis, and offering tailored wealth solutions. Candidates without prior branch experience are welcome, with training provided. Strong...

Management Trainee - Risk Management in Wealth (Mainland China Focus) Position Overview: Join our Asset Management Team to develop a strong foundation in wealth management and private banking. Gain hands‑on experience while contributing to various initiatives, including estate planning and trust services. Key Responsibilities: Financial Analysis: Conduct...

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

Job Descriptions Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients. 為高淨值個人和企業客戶提供全面的財富管理建議。 Design tailor‑made financial plans for individuals, build portfolios while maximizing their interests through a range of investment vehicles.