Wealth Management Trainee
Kwun Tong Area
Negotiable
11th Jun 2025
Student friendly
- Unlimited Income potential
- True Work-Life Balance
- Elite MDRT Training Program
Job description
- Conduct in-depth financial needs analysis for individuals and families
- Develop customized financial strategies encompassing investments, insurance, and estate planning
- Build and maintain long-term client relationships through regular reviews
- Stay updated on market trends and regulatory changes
- Achieve business targets while upholding ethical standards
- Assist clients in claiming various types of insurance
Employment types : Full-time
Working mode : Office or designated location
Work location : Kwun Tong Area
Job work schedule : 9: 00-18:00
Job type : Insurance
Requirements
- Currently studying or graduated from a university ranked within the QS top 1000 or higher
- Achieved level 3 in both Chinese and English; level 2 in Mathematics and any other two subjects
- Possession of an Associate degree or equivalent qualification, or higher
- Degree holders are preferred (any discipline)
- Strong communication and analytical skills
- Self-motivated with a client-focused mindset
- Willingness to obtain relevant licenses (training provided)
Minimum education level : Higher Diploma
Dress code requirement : Business Casual
Salary and benefits
Salary : Negotiable
Benefits : Medical insurance / allowance Performance bonus Year-end bonus Flexible working hours Good promotion prospects
Keywords
WIN VALUE INTERNATIONAL COMPANY
System reference no. : J000051840057
Reminder
When applying for a job, do not provide photocopies of personal documents, bank cards, or any sensitive information like your ID number, bank account details, or passwords. Stay alert if you are asked to pay training fees, administrative charges, deposits, guarantees, apply for a loan, or or borrow a bank account during an interview.
More job seeking tips Report this job
Copyright © 2025 HireBrilly All rights reserved.