Management Trainee

FINANCIEX CONSULTANCY; Hong Kong; On-site; HKD 203,000 - 243,000; Full time

Benefits offered by this job

Full training

Graduate program

Job summary

AVISTA Valuation Advisory Limited in Wan Chai, HK, invites applications for Analyst - 2026 Graduate Position Winter Intake. This graduate trainee program offers hands-on experience in private banking, tailored wealth strategies, and client advisory across multi-generational planning.

You will develop skills in financial and retirement planning, analyze investment options, and learn to support clients in growing and protecting portfolios with training and mentorship.

Qualifications

• Experience in Consulting, with excellent skills in needs assessment and bespoke financial solution development
• Proven ability to analyze market trends and make informed investment recommendations
• Proficiency in advanced financial tools and technologies
• Bachelor's degree in Finance, Economics, Business, or a related field; CFP/CFA certifications are an advantage

Responsibilities

• Build skills in financial and retirement planning by creating tailored wealth strategies for clients
• Analyze investment options and help clients grow and protect their portfolios
• Work with clients to plan for a secure retirement and long-term financial success
• Support family office clients with multi-generational wealth planning, succession and capital preservation

Skills

Needs assessment

Market analysis

Advanced financial tools

Consulting experience

Education

Bachelor's degree in Finance, Economics, or Business

Tools

Financial analysis tools

Job description

Build skills in financial and retirement planning by creating tailored wealth strategies for clients

Analyze investment options and help clients grow and protect their portfolios

Work with clients to plan for a secure retirement and long-term financial success

Support family office clients with multi-generational wealth planning, succession and capital preservation

Qualifications:

Experience in Consulting, with excellent skills in needs assessment and bespoke financial solution development

Proven ability to analyze market trends and make informed investment recommendations

Proficiency in advanced financial tools and technologies

Bachelor's degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA) are an advantage

Analyst - 2026 Graduate Position Winter Intake

AVISTA Valuation Advisory Limited

Wan Chai, Wan Chai District, HK

Graduate Trainee Program (Private Banking, 20K+ 5 days work, full training)