Wealth Management Manager/Trainee

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...

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 - 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...

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...

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...

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 - 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...

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...

A financial services firm in Hong Kong is seeking motivated individuals to become professional financial planners. This position offers comprehensive training, unlimited income potential through commission, and opportunities for fast-track promotions to management levels. The role involves providing professional financial services to clients, including...