Private Wealth Management Trainee (Fresh Grad)
Wee Star Limited
- Company Industries：Financial Services
Job Information
- Post Date：2022-08-25
- Location：Tsim Sha Tsui
- Salary：HK$20,000 - HK$30,000 /month
- Employment Type：Full Time, Permanent
- Job Function：Banking / Finance Investment Financial Services Sales CS & Business Devpt
- Benefits：Medical insurance, Performance bonus, Work from home, Five-day work week, Flexible working hours
Job Description
We are seeing increasingly at speed a population of private affluence in developed countries in Asia. Hong Kong is positioned to be the advanced wealth management and family office financial hub in the region. Our client, an stablished financial group is seeking energetic and motivated individuals who are determined to develop a career in Private Wealth Management, which includes private banking, direct fund portfolio, insurance protection and family Trust. Selected candidates will receive comprehensive beginner trainings and continuous development trainings for personal growth and profession advancement.
Responsibilities and Opportunities
- Participate in the analysis process to provide independent assessment and risk management evaluation over clients wealth management plans
- Analyze and research, compare and test solutions, present and report to clients
- Participate in portfolio advices, development and implementation of solutions
- Business Development and Marketing, Event Management
- Participate in marketing planning, event and trade fair, and client engagement activities
- Act as business partner to respective and maintain regular communications with service/product providers to keep abreast of major updates
Requirements:
- Passionate to make a genuine difference while embedding meaningful and measurable changes for clients
- Enthusiastic team player working within a diverse culture
- Creative and innovative solutions with integrity
- Positive approach under challenging situations
- Excellent communication skills
- Bachelor’s degree or above
- 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.
| Position | Company | Location | Update |
|---|