Corporate Finance Executive / Management Trainee (Welcome Fresh Grad/ IANG)

Key Responsibilities: • Assist in developing personalized financial management plans for clients based on their goals and risk profiles. • Conduct market research and analyze financial data to support investment strategies and recommendations. • Support senior managers in preparing reports, presentations, and proposals for clients. • Participate in client meetings to understand their needs and provide tailored professional advices. • Complete structured training modules on financial products, wealth management, and regulatory compliance. • Collaborate with cross-functional teams to enhance client service delivery and operational efficiency. Requirements: • Bachelor’s degree in Finance, Economics, Business Administration, or a related field. • Strong analytical skills and attention to detail. • Excellent communication and interpersonal skills, with fluency in English and Cantonese (Mandarin is a plus). • Passion for wealth management and a desire to learn about investment products and client advisory services. • Proficiency in Microsoft Office (Excel, PowerPoint, Word); knowledge of financial software is an advantage. • Fresh graduates or candidates with up to 2 years of relevant experience are welcome to apply. What We Offer: • A structured 12-month training program with mentorship from industry experts. • Exposure to diverse wealth management disciplines, including investments, insurance, and retirement planning. • Competitive salary and comprehensive benefits package. • Clear career progression opportunities to become a certified wealth manager or senior advisor. • A dynamic and supportive work environment fostering professional growth. How to Apply: Interested candidates, please submit your resume and a brief cover letter via JobsDB or email to [email protected]. Shortlisted candidates will be contacted for an interview. Join us to kickstart your career in wealth management and make a meaningful impact on our clients’ financial futures! All applications will be treated with strict confidentiality.