Management Trainee/Wealth Management Manager(Local/Overseas/IANG Fresh Graduate)

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin, English
Benefits 5-day week, Housing allowance, Medical plan, MPF, Performance bonus, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Retail Banking / Branch Banking
Published On 24/08/2019

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( In the first year,it can reach HKD500,000~1,000,000)
  • 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