F
FINANCIEX CONSULTANCY
Management Trainee
1 month ago
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Important information
Contract type:
Permanent
Location:
Hong Kong Island, Hong Kong
Work mode:
Onsite
Published on:
21 September 2026
What they need
You will:
- Build skills in financial and retirement planning by creating tailored wealth strategies for clients
- Analyze investment options and help clients grow and protect their portfolios
- Work with clients to plan for a secure retirement and long-term financial success
- Support family office clients with multi-generational wealth planning, succession and capital preservation
Qualifications:
- Experience in Consulting, with excellent skills in needs assessment and bespoke financial solution development
- Proven ability to analyze market trends and make informed investment recommendations
- Proficiency in advanced financial tools and technologies
- Bachelor's degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA) are an advantage
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