Full-time Wealth Management / Graduate Trainee

1. Professional Financial Services Provision to Clients

• Wealth Management & Portfolio Advices

• Investment Planning

• Retirement Planning

• Risk Management Planning

• PRC Business & Family Trust 

2. Team Management

• Planning Strategies for Team Development

• Recruiting & Managing Team Talent 

• Implementing Marketing Strategies 

3. Self Continuous Improvement

• Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)

• Acquire Up-to-Date Financial Knowledge and News

• Develop Better Interpersonal and Communication Skills

Wealth Management Internship Program 

1. Professional Financial Services Workshop

• Wealth Management & Portfolio Advices

• Investment Planning

• Retirement Planning

• Risk Management Planning

• Mainland China Visitors business (大中華市場)

• Taxation and Family Trust Service

2. Leadership training

• Top Managers small group workshop sharing

• Leadership Presentation competition

3. Self Development

• Acquire Up-to-Date Financial Knowledge and News

• Develop Better Interpersonal and Communication Skills

• Equip To Be Future Leader in Wealth Managment Industry

Requirements

• Degree holder in all discipline

• Entrepreneurship and self-motivated

• Energetic and outgoing

• Good interpersonal and communication skills

• Fluent in Cantonese or Mandarin

• Candidates with banking/ sales & marketing experience are also welcomed

Our Benefits:

• Professional training program (Pre-job and on-job training on how to be MDRT qualifier)

• One year fast-track promotion program to Senior Manager /Assistant Unit Manager

• Excellent career path to management level

• Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits

• Overseas trips and conventions

****** Hong Kong Residents and IANG Visa Students are welcome.******

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. All applications will be destroyed after 12 months.