Wealth Management Trainee (Career Changers/University Graduates)

Let's start with the advantages and support you'll receive upon joining:

• Structured trainee program with a monthly stipend: HKD 10,000 - HKD 20,000 to foster your growth and learning
• Guidance for licensing exams (IIQE Papers 1, 3, 5) with access to practice materials and past papers
• A clear career path with a transparent promotion timeline, leading to potential managerial roles
• Mentoring within the team: strategic planning, workflow management, creative business arrangements, operational support systems, and participation in the MDRT peer support program
• Assistance in achieving membership in the renowned Million Dollar Round Table (MDRT) across 69 countries
• Flexible working hours to balance your training with personal commitments
• Comprehensive training program: pre-employment and on-the-job training, including opportunities for skill enhancement and leadership development
• Diverse learning opportunities: seminars by industry professionals from banking, finance, and medical sectors
• Clear commission structures and incentives tailored to your progress, including performance-based rewards and recognition
• Outstanding performance may lead to opportunities such as sponsored trainee development programs, overseas learning experiences, and participation in industry summits.

Now, let's discuss the core responsibilities:

• Acting as a liaison between the company and clients, building trust and fostering long-term relationships
• Developing tailored asset management and wealth planning strategies for individual and corporate clients
• Analyzing financial plans and providing updated recommendations to enhance clients' financial literacy and management skills
• Offering consultancy services, explaining various wealth management products to clients, including insurance, savings, investments, and retirement plans
• Contributing to business growth and brand visibility, promoting positive industry messages

Basic application requirements:

• A university degree (no specific major required) or expected graduation in the near future
• Legally eligible to work in Hong Kong without requiring a work visa
• Candidates with internship experience or relevant part-time roles during their university tenure will be considered
• No prior frontline consultant experience in an insurance firm/broker firm required
• Proficiency in Cantonese, basic knowledge of English and Mandarin
• Detail-oriented, personable, excellent communication, and interpersonal skills

Click "Apply Now" to start your Wealth Management Trainee journey. Let's grow and learn together!