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Investment Trainee

Tony Professional Consultancy Company

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-08-19
  • Career Level:Entry Level
  • Location:Wan Chai
  • Qualification:Non-Degree Tertiary
  • Salary:HK$17,000 - HK$25,000 /month
  • Employment Type:Full Time, Part Time, Internship
  • Job Function:Banking / Finance  Investment
  • Benefits:Education allowance, Life insurance, Medical insurance, Performance bonus, Five-day work week, Flexible working hours

Job Description

Job Description:
  • Provide a wealth management solutions and recommendations (Investment and Risk Management, Investment Immigration, Overseas Properties, Bond, etc)

  • Meet up with corporate and individual clients regularly, establish and maintain strong client relationship
  • Respond quickly and effectively to client requests relating to their financial needs
  • Provide quality services and understand customers’ financial needs
  • Maximize client assets and revenues from its AUM

Skills & Qualifications:

  • Recognized degree in Business, Finance, or related professional qualification
  • Good command of both spoken and written English and Chinese including Mandarin
  • Strong desire to learn more and develop yourself
  • Great problem-solving skills and solution-oriented mindset
  • Confident user skills in Microsoft Office applications, especially Excel 

Benefits:

  • Exciting, inspiring atmosphere, Work-Life Balance
  • Health insurance
  • Professional development reimbursement
  • Attractive income, including bonuses, commissions, and business incentives
  • Comprehensive orientation program followed by ongoing support and training
  • Excellent career prospects and opportunities to grow your expertise and take on new challenges and reinvent yourself

Company Info

A leading listed company in Hong Kong, strives in providing professional financial services in achieving various financial goals of customers. We are looking for high caliber candidates to share our vision and venturing our success.
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