Entry-Level Wealth Management Associate | Grow Your Portfolio

Elite Jobs

Hong Kong

On-site

HKD 223,000 - 301,000

Full time

14 days+

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Benefits offered by this job

5 Days Work Week

Job summary

Elite Jobs in Hong Kong is seeking an energetic and motivated individual to join the Wealth Management team as an Entry Level Management Associate. You will identify client needs through financial analysis, provide quality services, and assist in asset allocation and portfolio reviews.

The role offers a competitive salary with benefits in a dynamic environment that supports your development and recognises achievements.

Qualifications

  • Bachelor's Degree or above in any discipline.
  • Strong self-motivation with good interpersonal skills.
  • Strong team player with initiative and a strong sense of responsibility.
  • Proficiency in both written English and Chinese.

Responsibilities

  • Identify client needs through financial analysis
  • Provide quality services and financial solutions to clients
  • Market analysis and asset allocation
  • Conduct regular reviews on Investment portfolios with clients
  • Comprehensive managerial leadership development

Skills

Self-motivation
Interpersonal skills
Team player
Bilingual English/Chinese

Education

Bachelor's degree or above

Job description

Elite Jobs in Hong Kong is seeking an energetic and motivated individual to join the Wealth Management team as an Entry Level Management Associate. You will identify client needs through financial analysis, provide quality services, and assist in asset allocation and portfolio reviews.

The role offers a competitive salary with benefits in a dynamic environment that supports your development and recognises achievements.

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