Graduate Trainee, Relationship Management (Finance, Fresh Graduates welcome)

Are you a fresh graduate with a passion for building meaningful career and a drive to excel in a dynamic and fast-paced environment? Our client is seeking an ambitious and outgoing individual to join our team as a Graduate Associate in Relationship Management.

About The Employer: The employer is a trusted name in comprehensive wealth management and legacy planning, providing bespoke services to high-net-worth families. With over 20 years of experience, they are dedicated to offering personalized solutions that safeguard and grow family wealth across generations.

What You’ll Do:

• Build and maintain strong relationships with clients, acting as a trusted advisor.
• Collaborate with senior team members to develop tailored solutions that meet client needs.
• Support the planning and execution of client engagements and presentations.
• Assist in analyzing client portfolios and preparing relevant documentation.
• Stay updated on market trends and industry developments to provide valuable insights.

Who You Are:

• A recent graduate with a bachelor’s/ Master degree in any discipline (business or finance-related preferred).
• Outgoing, open-minded, and confident in interacting with clients.
• Strong communication and interpersonal skills, with a client-centric mindset.
• Self-motivated, detail-oriented, and eager to learn in a professional setting.
• Fluency in English is required; proficiency in Cantonese or Mandarin is a plus.

What We Offer:

• A supportive and collaborative work culture that values your growth.
• On-the-job training and mentorship from industry professionals.
• Opportunities for career advancement in wealth management and consulting.
• A chance to work in Hong Kong’s vibrant financial hub.

If you’re ready to embark on an exciting journey with us and make a meaningful impact in the world of relationship management, we would love to hear from you!