Financial Management Trainee

Join PI: Shape Wealth, Build Your Future

PI is a top consulting firm specializing in global wealth management. Our core services cover EAM (private bank), fund investment, insurance, real estate, plus corporate services and family consulting (global immigration & education planning).

We’re hiring go-getters passionate about wealth management. Here’s what you’ll do:

• Manage EAM client portfolios: handle pre-sales consulting, follow-ups, and post-sales support for financial products.
• Support backend operations: master financial product details and assist in designing tailored wealth solutions.
• Drive marketing: lead online digital initiatives and offline activities (seminars, networking) to expand client base.
• Deliver professional services: provide corporate support (HK business setup) and family consulting (immigration & education).
• Grow fast: access comprehensive EAM training, overseas courses, and collaboration with world-class private banks.

We Offer:

• Fast-track promotion: potential to reach management in 1 year.
• Competitive benefits: medical insurance, MPF/ORSO, and Savings-related Share Option Scheme.
• Dynamic environment: foster innovation and professional growth.

You Need:

• Bachelor’s degree (fresh graduates & Mainland applicants welcome).
• Strong communication skills.
• Ambitious mindset to overcome challenges.

Join us to impact clients’ financial futures. Ready to level up your career? Apply now!