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!
