Financial Planning & Management Trainee (Fresh Graduates Welcome)

Financial Planning & Management Trainee (Fresh Graduates Welcome) About Us We are an established wealth management and financial advisory agency team affiliated with a leading global asset management group. We specialize in providing bespoke financial planning, corporate wealth solutions, and risk management advisory to SMEs and individual clients across Hong Kong. Key Responsibilities Financial Advisory: Conduct risk assessments and deliver tailored wealth management and asset allocation strategies for individual and SME clients. Proposals & Presentations: Prepare comprehensive financial solutions and present strategic recommendations to prospective clients. Corporate Seminars: Assist in organizing and co-hosting financial literacy workshops and market insight seminars for corporate employees. Client Relationship Management: Build and maintain long-term trusted client relationships, expanding professional B2B and peer networks. Position Highlights In-House Lead Engine: Access qualified corporate and individual client leads through our structured platform—no cold calling required. Structured Mentorship & Training: Receive 1-on-1 guidance from senior mentors alongside a systematic onboarding program covering financial product knowledge and consultative skills. Clear Career Progression: Fast-track promotional roadmap with performance-based advancement into team management within 12–18 months. Comprehensive Benefits: Enjoy full outpatient and hospitalization medical coverage and an energetic team culture. Requirements Education: HKDSE / HKCEE with 5 passes (including Chinese & English). Degree holders in Finance, Business Administration, Economics, or related disciplines are preferred. Experience: Fresh graduates are welcome; 1–2 years of relevant work/sales experience is a plus. Skills & Attributes: Strong interpersonal and communication skills; fluent in Cantonese, English, and Mandarin. What We Offer Competitive Package: Attractive base salary (HK$14,000 – $20,000) + uncapped performance commission + annual discretionary bonus. Professional Growth: Sponsorship for professional licensing examinations (IIQE/HKSI), continuous training in financial analysis, and public speaking coaching. Employee Benefits: Comprehensive medical insurance, paid annual leave, and regular team-building activities.