Wealth Management Trainee (Fresh Graduates are welcomed)

CPJobs International; Hong Kong; Sur place; HKD 167 000 - 558 000; Plein temps

Avantages offerts par ce poste

Monthly allowance + commissions

Comprehensive training programs

Fast-track promotion opportunities

Overseas trips

Résumé du poste

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.

Responsabilités

• 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.

Description du poste

Job Descriptions

1. Professional financial services provision to clients

• Wealth management and portfolio advices
• Investment planning
• Retirement planning
• Risk management planning
• PRC business & CIES (Capital Investment Entrant Scheme) planning

2. Team management

• Attempt planning strategies for constructing team
• Learn recruiting & managing team
• Share marketing strategies in team

Benefits

• Monthly allowance (HK15,000 - HK50,000) + attractive commission and performance bonus package + year-end bonus + comprehensive fringe benefits
• Comprehensive training programs for professional advancement
• Excellent career path to management level, fast-track advancement and promotion opportunities. Outstanding individuals will be promoted to management positions within 12 months
• Professional training program (Pre-job and on-the-job training on how to be a management manager)

• Overseas trips and convention

Requirements

• Bachelor degree or above is an advantage
• Mature, self-motivated, hardworking and willing to learn
• Energetic and outgoing
• Good interpersonal and communication skills
• Fluent in Cantonese and English is a must, Mandarin is an advantage
• Mainland Chinese graduates (IANG) and Dependent VISA holders are welcome

All personal data collected will be used for recruitment purposes only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. We reserve the right to modify the terms and conditions.