Wealth Management Trainee / Wealth Management Manager

Job level Entry
Education Bachelor Degree
Quarry Bay
Benefits Performance bonus
Industry Financial Services / Investment / Securities
Job function Insurance > Insurance Agent / Broker
Published On 23/01/2020

Wealth Management Trainee / Manager

Job Description:

  • To keep close watch on customers’ finances and serve as a close companion on their life journey
  • To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes
  • To educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away
  • To accompany customers across every life stage, fully attend to their financial needs and give advice and reminders aptly
  • To strengthen customers’ finances for the prosperous growth of their assets

We Offer:

  • Monthly income + allowances
  • Professional internal training and individual support
  • Special holiday packages (a minimum of 2 company trips annually)
  • Overseas learning experience 


  • University Degree Holder or above
  • Fresh graduates are welcome
  • Energetic, aggressive and self-motivated in private client service sector
  • Excellent communication skills, fluent in English, Cantonese and Mandarin

We offer a competitive remuneration package to the right candidate. Interested candidates please click APPLY NOW or email to christine.fong.aiahk@gmail.com or call 9314 0279.