Wealth Management Trainee | Full Training Provided | Fresh Grad / IANG / Mandarin Speakers Welcome

King View Human Resources Limited

Hong Kong

On-site

HKD 223,000 - 424,000

Full time

8 days ago

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Benefits offered by this job

Comprehensive induction and on-the-job
Mentorship and coaching
Clear career development path
Performance-based remuneration
Supportive, multicultural environment
English and Mandarin used daily

Job summary

King View Human Resources Limited’s Wealth Management Trainee Programme invites fresh graduates, IANG holders, and career switchers to start a career in wealth management with structured training, mentorship, and long‑term development opportunities. No prior finance experience is required as we provide full training and ongoing support.

You will assist in client communications, prepare materials, learn wealth management concepts, and build long‑term client relationships under experienced

Qualifications

  • Fresh graduates, IANG holders, and career switchers welcome.
  • No prior finance or wealth management experience required; full training provided.
  • Willingness to learn and develop in wealth management.

Responsibilities

  • Support the team in client communication, appointment arrangements, and follow up services.
  • Assist in preparing client-related materials, market updates, and internal reports.
  • Learn about wealth management solutions, financial planning concepts, and client needs analysis.
  • Participate in training sessions, team meetings, and professional development activities.
  • Build long-term client relationships under the guidance of experienced team members.

Skills

Communication skills
Willingness to learn
Bilingual English/Mandarin

Education

PhD

Job description

Fresh Graduates / IANG / No Experience Welcome

Start your career in the wealth management industry with structured training, mentorship, and long-term development opportunities.

We are looking for motivated fresh graduates, IANG holders, and career switchers to join our Wealth Management Trainee Programme. No prior experience in finance or wealth management is required — we provide full training and ongoing support

What You Will Do

  • Support the team in client communication, appointment arrangements, and follow up services
  • Assist in preparing client-related materials, market updates, and internal reports
  • Learn about wealth management solutions, financial planning concepts, and client needs analysis
  • Participate in training sessions, team meetings, and professional development activities
  • Build long-term client relationships under the guidance of experienced team members

What We Offer

  • Comprehensive induction and on-the-job training
  • Mentorship and coaching from experienced industry professionals
  • Clear career development path within the wealth management team
  • Performance-based remuneration and incentive opportunities
  • A supportive, collaborative, and multicultural working environment
  • English and Mandarin are commonly used in daily work

Career Development

We offer a performance-driven environment where your growth is determined by your own effort and results.

With clear goals, regular feedback, and continuous coaching, you will have genuine opportunities to advance and take on greater responsibilities as you develop.

“No fixed timeline for promotion — your progress depends on your performance and commitment.”

More Job Information

Salary

  • 20000 - 38000 / MONTH
Job Function
  • 銀行 · 金融服務 - 投資服務
Employment Term
  • 全職
Education
  • 博士
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