Wealth Management Trainee: Fast-Track to Leadership

CPJobs International; Hong Kong; On-site; HKD 167,000 - 558,000; Full time

Benefits offered by this job

Monthly allowance + commissions

Comprehensive training programs

Fast-track promotion opportunities

Overseas trips

Job summary

CPJobs International is recruiting for a role focused on professional financial services and wealth management for clients in Hong Kong. The position involves delivering investment and retirement planning guidance, as well as risk management strategies to optimise client portfolios.

The role also includes team management responsibilities—planning, recruiting, and guiding the team while sharing marketing strategies. Fluency in Cantonese and English is required, with Mandarin a plus.

Qualifications

• Bachelor degree or above is advantageous.
• Mature, self-motivated, hardworking and eager to learn.
• Energetic and outgoing with good communication skills.
• Fluent in Cantonese and English; Mandarin is a plus.

Responsibilities

• Provide professional financial services including wealth management and portfolio advice.
• Investment planning and retirement planning support.
• Risk management planning for clients.
• Lead team planning, recruiting and management efforts; share marketing strategies.

Job description

CPJobs International is recruiting for a role focused on professional financial services and wealth management for clients in Hong Kong. The position involves delivering investment and retirement planning guidance, as well as risk management strategies to optimise client portfolios.

The role also includes team management responsibilities—planning, recruiting, and guiding the team while sharing marketing strategies. Fluency in Cantonese and English is required, with Mandarin a plus.