Wealth Management Trainee: Mentorship & Growth Path

King View Human Resources Limited; Hong Kong; On-site; HKD 223,000 - 424,000; Full time

Benefits offered by this job

Training program

Mentorship

Career development

Flexible work arrangements

Job summary

King View Human Resources Limited is recruiting a Wealth Management Trainee in Quarry Bay to launch your career in wealth management within a leading financial services firm. This full-time role offers hands-on experience in financial planning and investment advisory, with comprehensive training, mentorship, and clear opportunities for professional development.

You will work with a team of experienced advisers to deliver exceptional client service, conduct market analysis, and stay up-to-date

Qualifications

• Recent graduates welcome to apply.
• Interest in wealth management and financial planning.

Responsibilities

• Assist in the development and implementation of comprehensive financial plans for high-net-worth clients
• Conduct market research and analysis to identify investment opportunities that align with client goals and risk profiles
• Actively participate in client meetings and presentations, providing support and insights
• Collaborate with a team of experienced financial advisors to deliver exceptional client service
• Stay up-to-date with industry regulations, product updates, and market trends
• Continuously expand your knowledge and skills through training and development programmes

Job description

King View Human Resources Limited is recruiting a Wealth Management Trainee in Quarry Bay to launch your career in wealth management within a leading financial services firm. This full-time role offers hands-on experience in financial planning and investment advisory, with comprehensive training, mentorship, and clear opportunities for professional development.

You will work with a team of experienced advisers to deliver exceptional client service, conduct market analysis, and stay up-to-date