Graduate Trainee

As a well-funded and fast-growing venture company, energetic and passionate talents is always our priority. There are many advantages to startup your career in a next generation digital enabled venture company like us:

Company Description

ZIPP is a well-funded venture by Zurich Insurance (Hong Kong) and IPP International Wealth Management Limited. ZIPP’s mission is to digitally transform traditional wealth management industry through digital innovation and collaboration. We believe that our success lies in our ability to build strong relationships with our clients, based on trust, transparency, and integrity.

To cope with our growth, we are now looking for Graduate Trainees who are passionate to shape their career with us. Your career does matter to us. So we offer comprehensive on-the-job training in the first 2 to 3 months to help you excel at your role!

Role Description

• Being a next generation wealth management professional, you will be well equipped monitor the Wealth Management health of book and Identify actions and client engagement strategies via digital/hybrid channels.
• Participate in training on financial knowledge and regulations including MPF systems, legal compliance, investments, asset management, etc
• Complete communication skills training with industry experts
• Collaborate with managers to understand and fulfil clients' financial needs
• Deliver comprehensive financial solutions to clients such as wealth management, portfolio advice, investment planning, retirement planning, and risk assessment
• Work with colleagues to conduct after-sale services and maintain excellent client relationships

Qualifications

• Bachelor's degree or above from an accredited university
• Strong business acumen and analytical ability
• Excellent interpersonal and communication skills
• Permanent residents of Hong Kong or holder of HKID (work at HK office)
• Proficient in both English and Chinese (Cantonese speaking skills essential given clients' preference)
• With Remuneration Package

To find out more about us in Hong Kong, please visit www.zippwm.com.hk, ZIPP Wealth Management Limited.