Wealth Management Trainee (Risk)

Job level Entry
Work exp No work experience
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Within Hong Kong Hong Kong
Employment type Permanent
Benefits 5-day week, General holidays, Medical plan, Year-end bonus
Industry Banking
Job function Health / Fitness / Beauty Care / Recreation > Health Care Service
Banking / Finance > Capital Markets
Sales / Business Development / Customer Service > Customer service / Sales Support
Published On 19/10/2016 2016-10-19
Salary (HKD) $12,800 - $15,000 12800 15000

Job Descriptions:

  • On-the-job corporate management training building on your established knowledge and expertise.

  • Management training will be provided to build corporate management, human resources and marketing skills.

  • Global investment portfolio setting, Responsible for full range of financial consultancy services including:

- Risk management / Asset allocation
- Discretionary Portfolio Management Service
- Trading services for Securities, Futures, Options, and Funds
- Dealing with Securities and Futures contracts
- Securities-related advice
- Investment Immigration Services
- Estate planning / Mortgage Referral 
- Trust Services

  • Monitor the clients' financial status and propose tailor-made investment strategy to satisfy clients' needs
  • Prepare business plan, presentation materials and other necessary corresponding documentations for business development activities.
  • Provide quality after-sales services to maintain the customer relationship
  • Building up good and long term relationship with customers
  • Build up own career and promote to a management-level position in 2-3 years


    • Degree Holder or above, Major in Finance, Business is an advantage.
    • Excellent Interpersonal and communication skills as well as good command of both written and spoken English and Cantonese, Mandarin is an advantage
    • Looking for challenge and eager to success
    • Candidates with oversea study or work experience is welcomed

    We offer:

    • 5-Days Work and attractive remuneration package
    • 14 working days' annual leave
    • Professional training programme including mentorship support and leadership workhouse
    • Excellent opportunities to work with experienced managers who come from banking and financial sectors
    • CFA, CFP or FRM examinations resources and support with individual sponsorship provided
    • Medical scheme & study allowance
    • Incentive Trips & Overseas Conferences
    • HKD12.8K with performance bonus, Year-end incentive bonuses and special incentive bonuses


Reply info: If you have passion and confidence to meet this challenge, please send your full CV to  royalrecruitment02.hk@gmail.com


-Applicants’ personal information will be used for the recruitment and employment matters only; information will be kept in strict confidence; information of unsuccessful applicants will be shredded after recruitment process; subject to provisions under the Personal Data (Privacy) Ordinance, applicants have right to access and make corrections of their personal data.