Wealth Management Trainee 

    Location: Tsim Sha Tsui, Yau Tsim Mong District

    Job Type: Part time

    Salary: $20,000 – $30,000 per month

    Entry Requirements

    • Current undergraduate or Master’s student (any major)
    • Bachelor’s degree or above in any discipline
    • Open to Year 3, Year 4, fresh graduates, and IANG (Immigration Arrangements for Non-local Graduates) holders
    • Hong Kong Identity Card holders or IANG visa holders
    • Career changers, high-talent, or quality migrant scheme individuals are also welcome

    Job Responsibilities

    1. Provide high-quality financial planning and wealth management services for a diverse client base.
    2. Engage in various aspects of financial planning, including investment analysis, portfolio management, and client relationship management.
    3. Deliver comprehensive services in wealth management and health protection consulting to ensure clients receive complete financial solutions, including:
      • Risk management
      • Retirement planning
      • Asset allocation
      • Estate planning
    4. Collaborate and learn from experienced financial advisors, gaining practical industry experience.
    5. Team Management:
      • Work with the team to develop business skills and strategies.
      • Support team planning and development.

    Compensation & Benefits

    • Attractive package: Base salary + commission (no ceiling) + bonuses, along with team support and free travel opportunities.
    • Participation in overseas conferences and corporate visits in countries such as the U.S., Thailand, Dubai, Taiwan, etc.
    • Opportunities to broaden international horizons and build global networks.

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