Wealth Planning Trainee – Private Banking
FINANCIEX CONSULTANCY
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Benefits offered by this job
Job summary
AVISTA Valuation Advisory Limited in Wan Chai, HK, invites applications for Analyst - 2026 Graduate Position Winter Intake. This graduate trainee program offers hands-on experience in private banking, tailored wealth strategies, and client advisory across multi-generational planning.
You will develop skills in financial and retirement planning, analyze investment options, and learn to support clients in growing and protecting portfolios with training and mentorship.
Qualifications
- Experience in Consulting, with excellent skills in needs assessment and bespoke financial solution development
- Proven ability to analyze market trends and make informed investment recommendations
- Proficiency in advanced financial tools and technologies
- Bachelor's degree in Finance, Economics, Business, or a related field; CFP/CFA certifications are an advantage
Responsibilities
- Build skills in financial and retirement planning by creating tailored wealth strategies for clients
- Analyze investment options and help clients grow and protect their portfolios
- Work with clients to plan for a secure retirement and long-term financial success
- Support family office clients with multi-generational wealth planning, succession and capital preservation
Skills
Education
Tools
Job description
AVISTA Valuation Advisory Limited in Wan Chai, HK, invites applications for Analyst - 2026 Graduate Position Winter Intake. This graduate trainee program offers hands-on experience in private banking, tailored wealth strategies, and client advisory across multi-generational planning.
You will develop skills in financial and retirement planning, analyze investment options, and learn to support clients in growing and protecting portfolios with training and mentorship.
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