2026 Graduate Program/ Investment Internship

We are a professional team focusing on wealth management. We work with top global financial institutions such as Morgan Stanley, UBS, and Franklin Templeton Investments to provide one-stop wealth planning services for high net worth clients. The team brings together professionals from top global universities such as Imperial College London and University of California, Berkeley, focusing on innovative thinking and personal skills.

Job description:

• Provide comprehensive wealth management solutions for high net worth clients
• Design personalized investment portfolios and optimize asset allocation
• Expand business network through customer relationship management
• Participate in team strategic planning and business development
• Provide professional after-sales service to maintain customer relationships

Job Requirement:

• University degree holder or equivalent (Welcome IANG visa and dependent visa holders)
• Fresh graduates /candidates with less experiences are welcome to join the trainee program
• Entrepreneurship vision and self-motivated mindset
• Excellent interpersonal, communication and presentations skills
• Good command of written and spoken English and Chinese

We provide:

• Basic This allowance + generous commission and performance bonus (annual MDRT member income can reach more than 500,000 Hong Kong dollars)
• Overseas conferences and incentive travel (recent destinations: Japan, Dubai, etc.)
• One-year fast-track promotion to management
• Professional certification training (CFP/RFP/CFA, etc.)
• Customized career development path
• Flexible working hours
• One-on-one guidance by professional mentors

Our Culture

We have a strong sharing culture. Our colleagues are from diverse backgrounds including worldwide and local elite institutions, such as Imperial College of London, UC Berkeley, London School of Economics. Striving for the best, building strong entrepreneurship, and supporting each other at all times shapes our core values.

Our renowned one-on-one coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences.

Creativity and individuality are what we treasured. We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential.

Why Work Here

Driving your career towards a booming industry of 14.4% compound growth, you’ll have plenty of business opportunities to unleash your potential, enhance your professional skills, and become experts in the field.

We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business involves, while our managers support and coach you through on-the-job experience and formal training.

We are the few winning teams who concentrate on financial advisory and specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high net worth individuals, their families.

We achieved No.1 investment performance among HK AIA Districts, with an unrivaled performance being 100% better than the second-best in the company.