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Wealth Management Trainee

Job in Hong Kong
Company: As Financial Consult
Internship position
Listed on 2021-06-06
Job specializations:
  • Finance
    Financial Advisor, Financial Services, Wealth Management, Retirement Plan / Pension Admin
  • Sales
Job Description & How to Apply Below
(Welcome Fresh Graduate and IANG)

Job Description:

To Clients:

Maintain, review and update client’s wealth management and portfolio

Offer Professional financial advices to client

Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment planning etc.

Risk management and Retirement planning

Evaluate different financial planning products mutual funds, MPF, international properties etc.

Team Management:

Develop Sales Strategies and Techniques with teammates

Recruit prospective candidates


Group Medical insurance are provided

Professional Training Programs

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

Oversea trips and conventions


Bachelor’s Degree or above in any discipline

Fresh Graduates and IANG are welcome

Good interpersonal and communication skills

Energetic and outgoing

Positive, ambitious, self-motivated and eager to learn

Strong financial analytical skills and problem-solving skills
- As Financial Consult
Position Requirements
Less than 1 Year work experience
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