Private Wealth Manager/ Management Trainee Program (Welcome IANG)

Job level Entry
Education Bachelor Degree
Quarry Bay
Benefits Flexible working hours, Home office, Insurance plan, Medical plan, Performance bonus, Travel allowance
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 25/02/2019
Salary (HKD) $10,000 - $50,000 / month

Private Wealth Management Manager/ Management Trainee Program (Welcome IANG)



  • Degree holder in all discipline (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 or Mandarin
  • Experience in banking industry will be an advantage


Job Description: 

  • Monitor and manage risk levels of investment portfolios
  • Evaluate and review various investment tools’ potential risks and returns
  • Construct and organize investment portfolio including Wealth Creation, Wealth Accumulation and Wealth Distribution
  • Prepare presentations and proposals for both internal and client usage

We offer:

  • Comprehensive training program and mentorship program
  • Excellent career path to management level
  • Medical scheme and study allowance
  • CFA, CFP or AFP examinations resources and support with individual sponsorships



Interested parties please send full CV by clicking “” button.


All information provided by applicants will be treated in strict confidence, and used for recruitment purpose only