← Back to roles

I Connect Company

Wealth Investment Expert / Wealth Management Trainee

Graduate · Asset management

Location
Quarry Bay, Eastern District
Opened
9 Oct 26
Closes
No date listed
Which Finance roles fit your CV?Free, and your first try needs no accountMatch my CV →

About the role

Join Us for a Rewarding Career Path! Your future will be fruitful and rich of potential opportunities! WE OFFER plenty of training, expertise support, bonus and rewards to take you in an exciting new direction and go borderless further, even Fast-track Promotion Program to Management Level for FRESHMEN. Principal responsibilities Develop and deliver tailored wealth management strategies for individuals and corporate customers through systematic financial needs analysis. Conduct market trend analysis and prepare reports based on findings. Collaborate with the Wealth Management team to provide specialized services to customers. Collaborate closely with the Wealth Management team on the development of new products and enhancements, focusing on improving the overall customer experience. Engage directly with customers to address their wealth management and investment needs. Provide timely market and product updates to both the team and customers. Requirements Graduates seeking full-time opportunities are encouraged to apply. Current students interested in internships are also considered. IANG/ TTPS will be considered. A university degree in any field is an advantage. Strong interest in wealth management products and customer portfolio management. Good communication, interpersonal, analytical and relationship management skills. Proficiency in both written and spoken English and Chinese. Fluency in Putonghua is an advantage.
Apply to Wealth Investment Expert / Wealth Management Trainee at I Connect Company (opens employer site)