Investment Trainee: Hybrid Training & Mentorship

Good Wish; Hong Kong; Hybrid; HKD 240,000 - 360,000; Full time

Benefits offered by this job

5-day work week

Hybrid working arrangement

Mentorship and coaching

Job summary

Good Wish is seeking an Investment Trainee to join its professional team in Hong Kong. The role offers practical exposure to investment concepts, market research and client advisory, with structured training and mentorship to build knowledge of financial markets.

Successful candidates will start with market research, portfolio review support, and client relationship management, with a 5-day work week and a hybrid working arrangement.

Qualifications

• Full working rights in Hong Kong
• Level 2 / Grade E or above in five HKDSE / HKCEE, or equivalent
• Degree holder preferred, particularly in Finance, Economics, Business or related disciplines
• Fresh graduates and candidates with working experience are welcome
• Banking, financial services, investment, sales or client-facing experience would be an advantage
• TTPS and IANG candidates with valid working eligibility in Hong Kong will also be considered
• Strong interest in financial markets and investment
• Good analytical, communication and interpersonal skills
• Self-motivated, proactive and willing to learn
• Able to work independently and within a team
• Candidates who are interested in developing professional knowledge in investment and financial services are welcome to apply.

Responsibilities

• Conduct market and financial product research
• Keep up to date with market developments and investment trends
• Assist in reviewing clients' financial objectives and investment needs
• Support the preparation of investment and financial planning recommendations
• Assist with regular portfolio reviews and client follow-up
• Build and maintain professional relationships with existing and prospective clients
• Work with senior team members on client servicing and business development activities
• Participate in professional training and development programmes

Skills

Analytical skills

Communication skills

Interpersonal skills

Self-motivated

Team player

Willingness to learn

Education

Finance/Economics/Business degree

HKDSE five subjects Level 2/Grade E or above

Fresh graduates welcomed

Job description

Good Wish is seeking an Investment Trainee to join its professional team in Hong Kong. The role offers practical exposure to investment concepts, market research and client advisory, with structured training and mentorship to build knowledge of financial markets.

Successful candidates will start with market research, portfolio review support, and client relationship management, with a 5-day work week and a hybrid working arrangement.