Asset Management/Wealth Management Advisor Trainee

AMG FINANCIAL GROUP; Hong Kong; Hybride; HKD 279 000 - 469 000; Plein temps

Résumé du poste

AMG Financial Group is seeking an Asset Management/Wealth Management Advisor Trainee based in Wan Chai with hybrid days. You will assist client consultations, financial planning, and asset management, analyzing data and recommending strategies to help clients reach their goals.

The role requires strong analytical and communication skills, a finance-related degree, and a willingness to engage in hybrid work with regulatory compliance support. CFA/CFP certifications are a plus.

Qualifications

• Strong analytical skills to evaluate financial data and assess investment opportunities.
• Excellent communication skills to engage with clients, explain financial strategies, and build relationships.
• Knowledge in investments and asset management principles.
• Understanding of financial markets and wealth-building strategies.

Responsabilités

• Assist with client consultations, financial planning, and asset management.
• Analyze financial data and recommend investment strategies.
• Support client relationship management to help clients achieve financial goals.
• Collaborate with senior advisers to tailor portfolios and financial plans.
• Maintain up-to-date knowledge of market trends and products.

Connaissances

Analytical skills

Communication skills

Investments knowledge

Financial markets understanding

Hybrid work

Self-motivated

Detail-oriented

Formation

Bachelor's degree in Finance/Economics/Business Admin

CFA or CFP certifications (plus)

Description du poste

AMG Financial Group, established in 2000, is a leading provider of wealth management and financial advisory services in the region. The company is supported by a team of experienced professionals specializing in adviser business support, team development, financial products, investment portfolio management, and compliance. AMG offers a comprehensive range of financial solutions, including life insurance, group medical insurance, employee benefits, estate planning, and discretionary portfolio management. Since 2016, AMG has been a part of the FWD group, enhancing its ability to deliver innovative financial services to both individual and corporate clients.

Role Description

This is a hybrid full-time role for an Asset Management/Wealth Management Advisor Trainee, primarily based in Wan Chai District with an option for remote work on certain days. The Advisor Trainee will assist with client consultations, financial planning, and asset management. Responsibilities include analyzing financial data, recommending investment strategies, and supporting client relationship management to help clients achieve their financial goals.

Qualifications

• Strong Analytical Skills to evaluate financial data and assess investment opportunities
• Excellent Communication skills to engage with clients, explain financial strategies, and build strong relationships
• Knowledge in Investments and Asset Management principles
• An understanding of financial markets and expertise in Finance and wealth-building strategies
• Self-motivated, detail-oriented, and the ability to work in a hybrid work environment
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Holding relevant certifications such as CFA or CFP is a plus