If you’re looking to take your career to the next level, join us! Our focus is on you and your wishes and goals

If you’re looking to take your career to the next level, join us!

Our focus is on you and your wishes and goals

***$20K - $50K***Management Trainee/Wealth Management Manager(Local/Overseas/IANG Fresh Graduate)

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin, English
Employment type
Benefits 5-day week, Education subsidies, Housing allowance, Medical plan, Performance bonus, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Insurance > Others
Published On 26/05/2019

We are looking for:

  • Degree holder in all discipline
  • Energetic and outgoing
  • Mature, self­-motivated, hardworking and willing to learn
  • Part time working experiences and Fresh Graduate are welcomed. (1-2 years working experience is an advantage.)
  • Experience in banking industry or background in mainland will be an advantage
  • Overseas Hong Kong Students are also welcome
  • Fluent in Cantonese, English and Mandarin is an advantage 



  • Identifying needs of clients and providing professional financial advice.
  • Management of wealth assets of clients through investment vehicles.
  • Updating financial news to your clients.
  • Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Investment,Risk Management, Premium Financing) .
  • High End and Wealth Management for HNW and PRC Clients.
  • Corporate Solution Planning for Corporate Clients.
  • Provide quality after-sales services to maintain good customer relationship.


We offer:

Well-structured and comprehensive mentoring program

  • Monthly income from HK$30,000 + remuneration & fringe benefits
  • One year fast track program to managerial level
  • Special holiday package
  • Overseas learning experience
  • “Work Hard, Play Hard”working environment & lots of fun
  • Opportunity to explore PRC business


Job Description:

1 Professional Investment plannings for clients or companies

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • PRC Business Planning
  • Corporate Solutions Provision

2 Management level

  • Planning Strategies for Constructing Team
  • Learn Leading, Recruiting & Managing Skills
  • Provide marketing strategies skills

3 Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

4 Development Path and Work Benefit

  • A structured career path and solid training in all aspects of management
  • You will work very closely with a senior manager who will guide, train and mentor you
  • Management trainee programme offers excellent training and a fast track career into management
  • Sponsored overseas travelling for achieving yearly targets

We offer excellent career prospects and attractive remuneration package to the right candidates. Interested candidates please send your resume to:/Attn: David Cheng