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Wealth Management Trainee

Oriental International Consultancy Firm

  • Company Industries:Financial Services

Job Information

  • Post Date:2013-09-26
  • Career Level:Entry Level
  • Location:Not Specified
  • Qualification:Degree
  • Salary:Not Specified
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Financial Services  Project Finance  

Job Description

Responsibilities:

  • To provide full range of financial services to various customers
  • To design custom-made financial solutions to meet client’s financial objective
  • To provide quality high level wealth management services to clients
  • Handling of client enquires, account setup and monitoring, asset transfer and preparing presentations.

Requirements:

  • Degree holder, finance related subjects preferred
  • A self-confident, outgoing, energetic and team player
  • Good communication skill with analytical mind
  • Previous working experiences are an advantage

We Offer:

  • Professional training programmes and on-job training is provided including mentorship support and leadership workshop
  • Excellent opportunities to work with experienced senior collaborators from finance sectors
  • Prosperous, distinctive and fast-pace career path
  • Study allowance or sponsorship for various professional recognition (CFA, FRM,CFP or AFP)

If you have the passion and confidence to meet the challenge, please send detailed resume to orientalfirm@gmail.com.

Company Info

A public listed asset management company wants to seek a business development executive. The office located at North Point.

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