資產配置Trainee（Asset Management Trainee-5days）

工作職責

Job Highlights Work life balance Basic salary+ commission + bonus Fresh graduates are welcome Excellent career path to management level Job Description - Assess clients’ financial situation and review their financial portfolios - Analyse and provide total package of financial services planning - Provide comprehensive wealth management services to clients from Hong Kong and China market, including risk management and assets allocation. - Build up good relationship with clients - Build up and manage financial planning team We look for (internship/part time): - Energetic, passionate and outgoing - Self-motivated, hardworking, proactive and willing to learn - High diploma or above - Preferred undergraduate or postgraduate student (IANG welcomed) - Fluent in Cantonese or Mandarin, and English - Eager to leverage cross-border network & resources for business opportunities We Offer: - Professional training and mentor program (Pre-job and on-job training on how to be MDRT qualifier) - Monthly Allowance(16K-30k) + Attractive commission package + year-end bonus + comprehensive fringe benefits - Overseas trips and conventions - Excellent career path to management level 負責客戶資產的日常管理，包括資產配置、風險評估和投資組合調整。 根據市場變化及時調整投資策略，確保資產保值增值。 與客戶溝通，提供資產管理報告和投資建議。 協助開發新客戶，維護現有客戶關係。 招聘要求: 金融、經濟、投資等相關專業本科以上學歷。 熟悉股票、債券、基金等金融產品，有資產管理經驗者優先。 具備良好的風險控制能力和客戶服務意識。