Wealth Relationship Manager Trainee

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...

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 - 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...

Customer Relationship Manager/ Trainee – Branch (35K-80K) Join an intensive on-the-job training program to become a professional Relationship Manager in branch banking. Support the branch team in engaging high-net-worth clients and developing long-term relationships. Learn to conduct financial needs analysis and offer tailored wealth solutions, including...

A leading asset management firm in Hong Kong is looking for a Management Trainee in Risk Management focused on Mainland China. The role involves conducting financial analysis, building client relationships, assisting with estate planning, and creating marketing materials for private banking services. Ideal candidates should have a relevant bachelor's degree...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

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 financial consultancy firm based in Hong Kong is seeking a Management Trainee to enhance their wealth management services. The role involves monitoring client asset portfolios, providing financial advice, and assisting with market analysis. Ideal candidates possess strong communication skills, a good command of Chinese, and relevant educational...

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 /...