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Wealth Management and Investment Trainee

Tony Professional Consultancy Company

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-08-13
  • Career Level:Entry Level
  • Location:Wan Chai
  • Qualification:Non-Degree Tertiary
  • 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 holistic financial analysis and recommendation (Investment and Risk Management, Investment Immigration, Overseas Properties, Bond etc)

- Receive training in various areas and monitor performance progress with management and key trainers

- Meet up with corporate and individual clients regularly, establish and maintain strong client relationship

- Utilize your already gained Excel skills or learn new tricks to provide analytical and administrative support such as updating databases, conducting analyses, and maintaining records

- Respond quickly and effectively to client requests relating to their financial needs

- Learn management viewpoints and company policies and practices affecting each phase of business

- Explore the Global Market and build up global wealth management solutions for the clients

Skills & Qualifications:

- Recognized degree in Business, Finance, or related professional qualification

- 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

- 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

 Our client will also accept graduates without the necessary experience as long as they have the right attitude.

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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