Wealth Management Trainee: Financial Planning

Add expected salary to your profile for insights Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services. In addition to property agency services, the Group’s business scope now extends to wealth management,...

Wealth Planning Officer / Management Trainee Join our wealth planning service team, to protect others’ health and wealth, and bring value to individuals and families ! Job Highlights Growth industry : With the longevity of the population, the decline in cash purchasing power and the rise in medical expenses, the demand for insurance / retirement planning /...

A leading financial services company in Hong Kong seeks a Wealth Planning Officer / Management Trainee to join their team. Candidates will work in a growth industry, offering solutions in wealth accumulation, insurance, and retirement planning. Ideal applicants will have a strong educational background and a passion for financial planning. This role provides...

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 leading financial services provider in Hong Kong is looking for a Wealth Management Specialist / Financial Planning Manager. This role involves professional investment planning and retirement planning for clients. Candidates should be degree holders, energetic, and possess good interpersonal and communication skills. The position offers a structured career...

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 (Retirement Planning Management) You will enjoy working at Sun Life if you are with vision, energy and targets, join us and be part of a dynamic team and create values together. As the leader in wealth management, offering innovative and intelligent solutions to thousands of individual and businesses in Hong Kong, China, Canada, Malaysia,...

A leading financial services company in Hong Kong is seeking a Financial Planning Manager. The role involves providing high-quality financial planning and wealth management services while developing long-term client relationships. Candidates should possess a degree in any discipline, be proactive, and have knowledge or experience in the banking and financial...

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 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...