Asset Management/Wealth Management Advisor Trainee

Company Description

AMG Financial Group, established in 2000, is a leading provider of wealth management and financial advisory services in the region. The company is supported by a team of experienced professionals specializing in adviser business support, team development, financial products, investment portfolio management, and compliance. AMG offers a comprehensive range of financial solutions, including life insurance, group medical insurance, employee benefits, estate planning, and discretionary portfolio management. Since 2016, AMG has been a part of the FWD group, enhancing its ability to deliver innovative financial services to both individual and corporate clients.

Role Description

This is a hybrid full-time role for an Asset Management/Wealth Management Advisor Trainee, primarily based in Wan Chai District with an option for remote work on certain days. The Advisor Trainee will assist with client consultations, financial planning, and asset management. Responsibilities include analyzing financial data, recommending investment strategies, and supporting client relationship management to help clients achieve their financial goals.

Qualifications

• Strong Analytical Skills to evaluate financial data and assess investment opportunities
• Excellent Communication skills to engage with clients, explain financial strategies, and build strong relationships
• Knowledge in Investments and Asset Management principles
• An understanding of financial markets and expertise in Finance and wealth-building strategies
• Self-motivated, detail-oriented, and the ability to work in a hybrid work environment
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Holding relevant certifications such as CFA or CFP is a plus