Portfolio Management Trainee (Fresh Grads Welcome)
Wee Star Limited
- Company Industries：Financial Services
Job Information
- Post Date：2022-07-14
- Career Level：Entry Level
- Location：Quarry Bay
- Qualification：Degree
- Salary：HK$17,000 - HK$25,000 /month
- Employment Type：Banking / Finance, Financial Services, Wealth Mana
- Job Function：Banking / Finance Financial Services Wealth Management Asset Management
- Benefits：Medical insurance, Performance bonus, Work from home, Five-day work week, Flexible working hours
Job Description
With growing demands for personal finance services, our client, an stablished finance institution is expanding its business with ambition of growing its growing its market share in Hong Kong. They are seeking energetic and motivated individuals to join their financial services business lines. Selected candidates will receive comprehensive trainings and practices in financial planning, portfolio and wealth management are very much welcome. Details of the captioned position has been described as following:
Responsibilities and Opportunities
- Participate in the analysis process to provide independent assessment and risk management evaluation over clients wealth management plans
- Participate in portfolio advices, development and implementation of solutions
- Act as business partner to respective and maintain regular communications with service/product providers to keep abreast of major updates
- Participate in marketing planning and client engagement activities as to identify business opportunities
- Receive comprehensive classroom training on business, products and services
Requirements:
- A bachelor’s degree or above is preferred
- Excellent written and spoken English and Chinese
- Effective communication skills
- Positive approach under challenging situations
- Enthusiastic team player working within a diverse culture
- Creative and innovative solutions with integrity
- Passionate to make a genuine difference while embedding meaningful and measurable changes for our clients
- Resident of Hong Kong
Company Info
Wee Star is a small boutique recruitment campaign management company. Maintaining a small operation structure, allowing us to concentrate on delivering values to our quality clients in Finance
and Banking industry and job seekers, both are hunting for a match.
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