Wealth Management Consultant/Trainee (Monthly Allowance + High Commission)

Why Join Us? 5 day work + Competitive Pay With Monthly Incentive + Year End Bonus + Company Trips Accelerated Growth: A structured, level-by-stage training curriculum covering technical knowledge, sales mastery, and personal development. Path to Leadership: A clear and rapid promotion path to managerial positions based on performance, not just tenure. Uncapped Earning Potential: A highly attractive remuneration package featuring a competitive base allowance, generous commission structure, and performance bonuses. Global Exposure: Reward and recognition through international conventions and overseas trips to global financial hubs. Dedicated IANG Support: Personalized assistance and documentation support for your visa application and renewal process. Mentorship: Receive one-on-one coaching from our top-performing senior consultants and leaders. Your Key Responsibilities: Providing comprehensive financial planning and wealth management services (including Family Office and Trust) to high-net-worth clients. Clients will be provided. Conducting thorough financial needs assessments and developing tailored investment strategies. Identifying opportunities to grow client assets and achieve their financial goals. Building and maintaining long-term relationships with clients through exceptional service. Staying up-to-date with industry regulations, market trends and new financial products. Collaborating with a team of financial experts to deliver integrated solutions. What we're looking for: Bachelor’s degree holder or above from an accredited university. A proactive, resilient, and eager learner with a strong work ethic. Strong interested in financial planning or wealth management. A natural relationship-builder with excellent communication and interpersonal skills. Possess a positive, growth-oriented mindset and are open to new challenges. Entrepreneurial mindset and drive to succeed Bilingual Skills: Proficient in English and Chinese (Cantonese is a must for client interactions). About Us ZIPP Wealth Management is a joint venture between Zurich Insurance (Hong Kong) – a leading European insurance giant – and IPP International Wealth Management Limited, one of the largest wealth management offices in the Asia-Pacific region. Together, we blend the stability of traditional insurance with the agility of modern wealth management, all while putting our clients at the heart of everything we do. We’re committed to building trust, transparency, and integrity in every relationship. By leveraging digital innovation and collaboration, we’re constantly pushing the boundaries to deliver exceptional service and create meaningful connections with our clients. Ready to Start Your Journey? If you’re excited about joining a forward-thinking team that values innovation, collaboration, and client-centricity, we want to hear from you! Visit our website to learn more about us: www.zippwm.com.hk Apply Now and Be Part of the ZIPP Family!