Graduate Trainee

    Location: Hong Kong Island

    Job Type: Full time

    Salary: $20,000 – $28,000 per month

    Key Responsibilities

    • Client Consultation: Engage with high-net-worth individuals, understanding financial needs and offering tailored solutions.
    • Portfolio Management: Assist in monitoring client investments, analyzing performance, and optimizing financial strategies.
    • Advisory Role: Work directly with clients, supporting relationship management and wealth planning efforts.
    • Professional Development: Receive in-depth training to build expertise in private banking, investment strategies, and wealth consulting.

    Qualifications & Skills

    ✔ Bachelor’s degree in any discipline—Finance-related studies not required. ✔ Strong interpersonal and communication skills to engage with clients. ✔ Analytical mindset with a keen interest in investment and financial planning. ✔ Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). ✔ Fluent in English; Mandarin and/or Cantonese are a plus.Why Join Us?

    ✅ Exclusive opportunity to work with Hong Kong’s most prestigious family office. ✅ Fast-track career development through expert mentorship & structured training. ✅ Direct client-facing experience with high-net-worth individuals. ✅ Clear progression path toward portfolio management or private wealth leadership.

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