Wealth Management Trainee

Emperor Capital Group; Hong Kong; On-site; HKD 180,000 - 240,000; Full time

Job summary

Emperor Capital Group in Hong Kong is seeking ambitious graduates to join the Wealth Management team and start a professional sales career in financial services. You will undergo a structured training and mentorship programme to develop product knowledge, client relationship skills, and wealth advisory capabilities.

This is an excellent entry path for fresh graduates aiming to build a career in wealth management.

Qualifications

• Fresh graduates welcome to apply.
• Strong interest in Wealth Management and Sales.
• Excellent interpersonal and communication skills.

Responsibilities

• Understand clients’ financial goals and identify wealth management needs.
• Support the Wealth Management team in recommending suitable financial/investment solutions.
• Assist in client meetings, relationship building, and follow-up on business opportunities.
• Prepare client proposals, presentations, and marketing materials.
• Maintain regular communication with clients and keep them updated on market trends.
• Participate in structured training to deepen product knowledge and wealth advisory capabilities.
• Support management in daily client servicing and sales activities.

Skills

Interpersonal skills

Sales

Communication

English

Cantonese

Mandarin

Job description

Are you an ambitious graduate with strong communication skills and a passion for sales? We are looking for motivated and customer-focused individuals to join our Wealth Management team.

This is an excellent opportunity for fresh graduates who aspire to build a professional sales career in the financial services industry. Successful candidates will undergo a structured training and mentorship programme designed to develop product knowledge, client relationship management skills, and professional wealth advisory capabilities.

For more information, please visit: https://www.emperorcapital.com/en/

Requirements

• Strong interest in Wealth Management, Financial Services, and Sales
• Sales-oriented with excellent interpersonal and communication skills
• Positive attitude, self-motivated, and eager to learn
• Strong client service mindset and relationship-building skills
• Good command of spoken and written English, Cantonese, and Mandarin

Responsibilities

• Understand clients’ financial goals and identify their wealth management needs
• Support the Wealth Management team in recommending suitable financial and investment solutions
• Assist in client meetings, relationship building, and follow-up on business opportunities
• Prepare client proposals, presentations, and marketing materials
• Maintain regular communication with clients
• Keep abreast of market trends and wealth management products through structured training
• Support management in daily client servicing and sales activities

We offer 5-day-workweek with competitive remuneration & benefit packages to the right candidate.

We are an equal opportunity employer & welcome applications from all qualified candidates. The information provided will be treated in strict confidence & be used only for consideration of your application for relevant / similar posts within the Emperor Group. Applicants not hearing from us within four weeks may consider their applications unsuccessful. We may retain the unsuccessful applications for a maximum period of24 months.