Wealth Management Trainee / Manager

Job Descriptions

Key Responsibilities

• Assess clients’ current financial status by conducting financial needs analysis
• Offer Professional financial advices to clients
• Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment and so on
• Maintain, review and update client’s wealth management and portfolio

Entry Requirements

• Degree Holder or above in all disciplines
• Fresh Graduates and IANG are welcomed (No working experiences will also be considered)
• Good command of written and spoken Cantonese or Mandarin 

We are looking for:

• Young and energetic professionals
• Positive, ambitious, self-motivated and eager to learn
• Good interpersonal and communication skills

Benefits

• Competitive pay with high commissions
• Discretionary bonus
• Annual Overseas trips & conventions
• Well-structured career path with fast-track to management level
• One-month intensive training program

Interested parties please send your application with full resume by clicking Apply Now or email by clicking 立即申請 .

All information received will be kept in strict confidence and only used for employment-related purposes. Applicants who are not invited for interview within 4 weeks may consider their applications unsuccessful.