Wealth Planning Associate (Trainee)

Merit Personnel

Hong Kong

On-site

HKD 180,000 - 300,000

Full time

7 days ago

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Benefits offered by this job

Competitive salary and comprehensiveメリ

Flexible work arrangements

Training and development programs

Job summary

Merit Personnel in Wan Chai is seeking a Financial Brokerage Associate (Trainee) to start a rewarding career in financial planning and wealth management. This full-time role offers hands-on client work and ongoing training.

You will learn to craft personalized plans, provide investment guidance, build client relationships, and stay updated on regulatory requirements within a supportive team. Join a collaborative environment that prioritizes growth, certification support, and a well-structured

Qualifications

Strong analytical and problem-solving capabilities to interpret complex financial information adeptly.
Exceptional interpersonal and communication skills to articulate financial concepts clearly and engagingly.

Responsibilities

Craft personalized financial plans tailored to clients' unique goals, risk profiles, and investment horizons.
Offer comprehensive investment advice, including portfolio construction, asset allocation, and regular portfolio reviews.
Build and maintain robust client relationships by understanding their evolving needs and providing exceptional service.
Stay ahead of market trends by continuously expanding your knowledge of financial products and regulatory requirements.
Collaborate with a dedicated wealth management team to deliver innovative and integrated solutions for clients.