Rainbow Team Investment Team
Graduate Trainee – Private Wealth Management
Skills
19 days ago
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Important information
Contract type:
Permanent
Salary:
HK$240,000 – HK$360,000 / year
Work mode:
Onsite
Published on:
6 October 2026
What they need
About the role
Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients. Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of insurance & investment vehicles. Develop and expand existing network through customer relationship management. Lead team and implement strategic planning for team management.
Key responsibilities
- Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients
- Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of insurance & investment vehicles
- Develop and expand existing network through customer relationship management
- Lead team and implement strategic planning for team management
About you
- University level education is an advantage OR HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
- Experience in finance or sales is a plus but not mandatory
- Work permission in Hong Kong; Fresh graduates/Student Visa/IANG/TTPS/QMAS holder are welcome
- Good interpersonal and communication skills
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