Management Trainee - Wealth Management and Protection

Job level Entry
Work exp No work experience To 5 Years
Education Bachelor Degree
Within Hong Kong
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Others > Management Trainee
Published On 02/03/2019

Job description:

To provide comprehensive financial strategies to clients including

  • Risk Management
  • Wealth Protection
  • Investment Portfolio
  • Retirement Planning
  • To develop close relationship with clients
  • To solicit new clients and drive sales to achieve target



  • Degree holder (Fresh graduates will also be considered)
  • Mature, self-motivated, hardworking and willing to work in a challenging environment
  • Goal oriented, energetic and outgoing
  • Good Cantonese and English comprehension
  • Mandarin is a plus
  • Experience in banking or client related area will be an advantage
  • IANG非本地畢業生留港 are welcomed
  • Insurance Intermediaries Qualifying Examinations (IIQE) Paper 1 & 3 will be an advantage


We offer:

  • Overseas conventions & seminars
  • Comprehensive training programs for professional advancement ( MDRT-Million Dollar Round Table / COT-Court of Table/ TOT-Top of Table qualification)
  • Excellent career path to managerial level
  • Attractive commission and performance bonus



We offer excellent career prospects and attractive remuneration package to right candidates. Interested candidates please click .