Wealth Management Trainee Program 2026 (Fresh Grad/IANG/TTPS/QMAS Welcome)

Key Responsibilities and Duties:

• Provide comprehensive wealth management advice to individuals and corporate clients
• Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles
• Develop and expand existing network through customer relationship management
• Lead team and implement strategic planning for team management

Requirements:

• 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 handling offshore and mainlander segment will be an advantage
• Good communication and interpersonal skills
• Good command of Chinese

Our Benefits:

• Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
• Visa Support
• Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
• One year fast-track promotion program to Dicrector
• Excellent career path to management level
• Comprehensive Medical Coverage, Life Insurance & Retirement Packages
• Overseas trips and conventions
• Dynamic Working Environment, Flexible Working Hours