Wealth Management Trainee (Annual 450k/above IANG welcome) (Executive Development Program)

Job level Entry
Education Master Degree
Location Hong Kong Island
Employment type Full Time
Benefits 5-day week, Flexible working hours, Home office, Insurance plan, MPF, Medical plan, Performance bonus, Stock option, Year-end bonus
Industry Financial Services
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Published On 30/09/2016

*Special Package for China background candidates

*Special Bonus paid per year for three consecutive years 

Job Responsibilities:

  • To assess client’s financial objectives & risk profile and develop tailor-made investment portfolios for clients.
  • To formulate and implement marketing strategies
  • To develop long-term relationship with our valued customers and achieve high level of customer satisfaction
  • To learn team management, fast track to management level
  • To provide support in marketing activities and events such as investment seminars and worksite marketing
  • Develop PRC business in Mainland
  • Provide services on MPF & corporate group business

Job Requirements:

  • University Graduates with Master’s Degree or above, preferably in business-related disciplines, such as Finance, Accounting or Legal Studies, etc.
  • Bilingual capability, fluent in both English and MandarinPutonghua
  • Excellent communication, interpersonal and presentation skills with an analytical mindset.
  • Match with our Core Values (CTEP), i.e. Customer First, Team Spirit, Efficiency, Passion
  • Hong Kong ID card holder / IANG is also welcomed *流利普通话优先考虑 

We Offer:

  • One-month full time and one-year on-the-job professional training program
  • One-year fast track promotion program to Assistant Unit Manager
  • Subsidized program for CFP, Chartered FC, RFC
  • Lucrative monthly allowance + commission package + year-end bonus
  • Incentive overseas trips & conventions
  • Platform special training program


Interested parties please send detailed resume / C. V. with confidence by email toaiahkrecruit@outlook.com All application will be treated in strict confidential and personal data collected will be used for recruitment purposes only.