The Chinese University of Hong Kong
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Wealth Strategist / Management Trainee, Financial Advisor / Internship (畢業生優先 / 無相關經驗要求) - CCKW Financial Consultant Co.



Wealth Strategist / Management Trainee, Financial Advisor / Internship (畢業生優先 / 無相關經驗要求)

Employment Type : fulltime,parttime,temporary,intership
Education Level : bachelor,master,doctoral
Years of Relevant Working Experience : 0
Preferred Discipline/Subject : ALL Fields of Study
Monthly Salary Range : negotiable

Job Description


Key Responsibilities and Duties

  • Develops and Implements Strategic Plans with Strong Considerations to Client Challenges
  • Tailors Investment Strategies for Clients, Identifying Objectives and Constraints 
  • Learns Team Management through Utilizing the Full Capabilities of the Organization
  • Reviews Client Information, including Financial Statements & Risk Investment Profile
  • Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Management.
  • Performs Investment Research and Stays Informed of Developments in Security Markets

Application Methods


https://hk.jobsdb.com/hk/en/job/wealth-strategist-management-trainee-financial-advisor-internship-100003009876767




CCKW Financial Consultant Co.


Nature of Business : Financial Services
Company Address : 9/F LEE GARDEN TWO, 28 YUN PING ROAD, CAUSEWAY BAY, HONG KONG
Company Telephone Number : 94241416
Company Website :