Wealth Management Consultant / Trainee (Welcome IANG Visa Holders)

What you'll be doing

1. Providing comprehensive financial planning and wealth management services to high-net-worth clients.
2. Conducting thorough financial needs assessments and developing tailored investment strategies.
3. Identifying opportunities to grow client assets and achieve their financial goals.
4. Building and maintaining long-term relationships with clients through exceptional service.
5. Staying up-to-date with industry regulations, market trends and new financial products.
6. Collaborating with a team of financial experts to deliver integrated solutions.

What we're looking for

1. A recent graduate or final-year student (Bachelor's degree or above). We warmly welcome applications from Fresh Graduates and Mainland China graduates eligible for the IANG visa.
2. A proactive, resilient, and eager learner with a strong work ethic.
3. Strong interested in financial planning or wealth management.
4. A natural relationship-builder with excellent communication and interpersonal skills.
5. Possess a positive, growth-oriented mindset and are open to new challenges.
6. Entrepreneurial mindset and drive to succeed