Private Wealth
22 hours ago
Private 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 in the dynamic world of financial planning. What you\'ll be doing Develop a comprehensive understanding of clients\' financial needs and objectives Provide tailored advice and recommendations on investment strategies, retirement planning, and wealth management solutions Assist clients in implementing and monitoring their financial plans, ensuring they remain on track to reach their goals Stay up-to-date with industry trends, regulations, and best practices to deliver exceptional service Collaborate with a team of experienced professionals to provide holistic financial guidance Contribute to the growth and development of the Wealth & Asset Management division What we\'re looking for Bachelor\'s degree in Finance, Economics, or a related field Demonstrated interest and passion for the financial services industry & investment Strong analytical and problem-solving skills, with the ability to understand complex financial concepts Excellent communication and interpersonal skills to build trusted relationships with clients Commitment to continuous learning and professional development What we offer We are dedicated to supporting the growth and development of our employees. In this role, you will have access to comprehensive training, mentorship from industry veterans, and opportunities for career advancement. We also offer competitive compensation, a dynamic work environment, and a range of benefits to ensure your well-being and work-life balance. About us We are a leading provider of financial planning and wealth management services. With a presence in over 20 countries, we pride ourselves on our innovative approach, client-centric focus, and commitment to excellence. Join our diverse and talented team as we continue to shape the future of the financial services industry. Apply now to embark on an exciting and rewarding career in Wealth & Asset Management. Unlock job insights Salary match Number of applicants Skills match Your application will include the following questions: What\'s your expected monthly basic salary? Which of the following statements best describes your right to work in Hong Kong? How many years\' experience do you have as a Management Trainee? How many years\' experience do you have in the financial services industry? How many years\' experience do you have in wealth management? Which of the following languages are you fluent in? How would you rate your English language skills? #J-18808-Ljbffr
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