A brilliant career awaits you

A brilliant career awaits you

Management Trainee/Wealth Management

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin, English
Benefits 5-day week, Housing allowance, Medical plan, Performance bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Insurance > Others
Published On 11/09/2019


  • Monthly allowance, up to HK$50,000 + Attractive Commission package + Comprehensive fringe benefits
  • Help you to become internationally recognized Million Dollar Round Table (MDRT) at Premier Academy
  • Well-structured and comprehensive training programs
  • Lead by a team of industry renowned and well recognized mentors

Management Trainee / Wealth Management 

1. Professional Financial Services Provision to Clients

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning
  • Corporate Solutions Provision

2. Team Management

  • Attempt Planning Strategies for Constructing Team
  • Learn Recruiting & Managing Team
  • Share Marketing Strategies in Team

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


  • Degree holder in all discipline (Fresh graduate will also be considered)
  • Fresh graduates will also be considered
  • Mature, self-motivated, hardworking and willing to learn
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Fluent in Cantonese and English is a must, Mandarin is advance
  • PRC business 操流利普通話者優先 (歡迎國內交流⽣)