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

Benifits

(Full Time)

• Exceptional Income Potential, Perfect Incentive System
• Dynamic Working Environment, Flexible Working Hours
• Comprehensive Medical Coverage & Retirement Package
• Various Exclusive Rewards and a Diverse Array of Events & Trips
• World-Class Training and On-Boarding Programs Delivered by New Interactive Modules
• Resources and Dedicated Support to Help Candidates Build Successful Careers

(Internship)

• Receive an Official Internship Certificate
• At Least Two Professional Business Licenses throughout the Internship
• Substantial Income and Various Milestones to Receive Extra Bonus
• Customized Training Programs and Flexible Internship Schedule

Application Methods

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

Link of Job Details