Consultant Trainee in Private Wealth Management

Job Duty

Why We Stand Out: ✅ Unmatched Excellence Top-Performing Team in our century-old institution, recognized for #1 rankings in performance & innovation year after year. ✅ Dual-Culture Competitive Edge Unique hybrid expertise: Deep local market mastery + unparalleled mainland China insights, enabling seamless cross-border financial leadership. ✅ Accelerated Growth Ecosystem Industry-leading onboarding: ·Proprietary tools & tech to maximize efficiency ·Curated client base for immediate impact ·Elite mentorship program to fast-track success Ideal for: • Graduates passionate about redefining family wealth management • High-caliber professionals seeking to leverage their bicultural background • Those who value systematic career growth within a proven industry leader Boost Your Career and Income with us: • Diversified Environment, Flexible Working Hours • Exceptional Income Potential, One-of-a-kind Financing Scheme • Client Base Provided, start with ready leads • Best In-Class Training Delivered by Industry Leading Tools • Benefit from Exclusive Recognition, Privilege & Rewards • Accelerate Career Growth within a Short Span of Time Key Responsibilities: • Develop and execute sales & marketing strategies to attract potential clients • Engage with clients to understand their needs and provide tailored solutions • Build and maintain strong customer relationships to drive repeat business • Collaborate with internal teams to optimize marketing campaigns and improve outreach • Monitor market trends and provide insights for business growth • Gains exposure to every facet of wealth management and relationship management Who We're Looking For: • University Graduates in any discipline • Have an interest in finance and insurance sector • Strong team-building skills, willing to learn and determined • Strong customer service focus and developed communication skills in direct client contact and problem-solving • Proactive and determined learner • Have full working rights for Hong Kong. Fresh graduates, IANG, Top Talent Pass Scheme(TTPS) and Dependent visa holders are welcome • Fluent both in written and oral Cantonese or Mandarin Job Benefits: • Arrange for the relevant pre-employment license examinations, with a fee subsidy upon successful passing • Monthly allowance, attractive commission package, year-end bonus and comprehensive bonus, overseas convention and travel incentives • Flexible working hours and fast-track career development • Professional pre-job and on-job training • Renew IANG/Talent visa (if needed) for applicants