Wealth Management Trainee

Our company is looking for candidates who are willing to work in the finance professional field. The rapid growth of Hong Kong and China financial business, the company provides opportunities to the fresh graduate for which want to learn and accompany us in the future advancement.

1. Investment Research Support

• Assist in analyzing financial market trends, industry dynamics, and potential investment opportunities (equities, bonds, funds, etc.).

• Participate in financial modeling, valuation analysis, and portfolio management tasks.

2. Team Collaboration

• Work closely with investment managers and analysts, attending client meetings and internal strategy discussions.

• Assist with administrative tasks, including documentation and meeting minutes.

3. Client Facing

-Build good relationships with customers.

-Provide customized solutions according to customer needs.

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Qualifications

1. The following qualifications are preferred

• Relevant academic backgrounds, such as global finance, financial planning, etc.;

• Relevant experience, such as banking, consulting, etc.;

• Relevant licenses, such as securities, insurance licenses, etc.

2. Technical Skills

• Familiarity with financial statement analysis and valuation methodologies (e.g., DCF, Comparables).

• Proficiency in Excel (functions, charts, data analysis) and PowerPoint.

• Basic understanding of capital markets and investment instruments (e.g., equities, fixed income, derivatives).

3. Soft Skills

• Strong analytical thinking, data-driven mindset, and problem-solving abilities.

• Proactive attitude with the ability to thrive in a fast-paced environment.

• Excellent communication skills in English (additional languages may be required for specific roles).

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We Offer

1. Learning & Development

• Structured training: Mentorship from senior investment professionals on practical analysis techniques and tools.

• Exposure to real-world projects to build decision-making and risk management expertise.

• Provide comprehensive training to become a professional financial planning specialist

2. Career Growth

• Access to diverse financial domains and industry networking.

3. Benefits

• Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus;

• Flexible working hours and Work-life balance opportunity.

• Collaborative office environment and team-building activities.

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How to Apply

Interested parties please send full CV by clicking “Apply Now” button. All information provided by applicants will be treated in strict confidence and used for recruitment purpose only.

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We are one of the exceptional teams within Leading Financial Planning Limited.

We attained a remarkable performance of achieving 90% MDRT or higher every year.

Welcome applicants from all backgrounds.