Wealth Management Trainee (Fresh Grad/IANG/Mandarin speaking Welcome)

About the role Are you a recent graduate or an aspiring financial professional looking to launch your career in wealth management? A leading financial services firm in Tsim Sha Tsui District, is seeking a Wealth Management Trainee to join our dynamic team. This full-time role offers the opportunity to gain hands-on experience in the fast-paced world of financial planning and investment advisory. What you'll be doing Assist in the development and implementation of comprehensive financial plans for our high-net-worth clients Conduct market research and analysis to identify investment opportunities that align with client goals and risk profiles Actively participate in client meetings and presentations, providing support and insights Collaborate with a team of experienced financial advisors to deliver exceptional client service Stay up-to-date with industry regulations, product updates, and market trends Continuously expand your knowledge and skills through training and development programmes What we're looking for Bachelor's degree in Finance, Economics, Accounting or a related field Strong analytical and problem-solving skills, with the ability to interpret financial data Excellent communication and interpersonal skills, with the ability to interact with clients and colleagues Proficiency in Mandarin and English, with a keen interest in the financial services industry Passion for delivering exceptional client service and a commitment to professional development Familiarity with financial planning software and tools would be an advantage What we offer Comprehensive training and mentorship programme to jumpstart your career in wealth management Competitive remuneration package with performance-based incentives Opportunities for career advancement and professional development A collaborative and supportive work environment that fosters teamwork and innovation Flexible work arrangements and a range of employee wellness initiatives About us We are a leading financial services firm that has been helping individuals and families achieve their financial goals for over 20 years. Our mission is to empower our clients to make informed decisions and build lasting wealth. With a team of experienced professionals and a commitment to excellence, we strive to provide personalised, comprehensive financial solutions tailored to each client's unique needs. Apply now to embark on an exciting and rewarding career in wealth management with King View Human Resources Limited.