Wealth Management Trainee: Digital Finance Prep

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...

Get AI-powered advice on this job and more exclusive features. As a well-funded and fast-growing venture company, energetic and passionate talents is always our priority. There are many advantages to start your career in a next generation digital enabled venture company like us: Company Description ZIPP is a well-funded venture by Zurich Insurance (Hong...

A financial services firm in Hong Kong is seeking a Sales Executive to enhance client relationships through digital innovation. The role involves supporting onboarding processes, preparing investment proposals, and collaborating with marketing to improve customer experiences. Ideal candidates should have 1-5 years of experience in wealth management or client...

Join ZIPP Wealth Management – Where Your Career Takes Flight! Are you ready to kickstart your career in a dynamic, fast‑growing venture that combines the best of traditional finance with cutting‑edge digital innovation? At ZIPP Wealth Management, we’re not just another company – we’re a next‑generation digital‑enabled wealth management...

Join ZIPP Wealth Management – Where Your Career Takes Flight! Are you ready to kickstart your career in a dynamic, fast‑growing venture that combines the best of traditional finance with cutting‑edge digital innovation? At ZIPP Wealth Management, we’re not just another company – we’re a next‑generation digital‑enabled wealth management...

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...

Management Trainee (Finance & Investment) Private Wealth Management managers play an important role in our efforts to continually enhance our performance for customers and provide the highly valued products and services. Our team seeks to attract high-caliber talent by offering a flexible working environment and unlimited career development opportunities....

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...

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...

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...