Hybrid Wealth Management Trainee: Invest & Advise

AMG FINANCIAL GROUP; Hong Kong; Hybrid; HKD 279,000 - 469,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Analytical skills

Communication skills

Investments knowledge

Financial markets understanding

Hybrid work

Self-motivated

Detail-oriented

Education

Bachelor's degree in Finance/Economics/Business Admin

CFA or CFP certifications (plus)

Job description

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.