Wealth Management Consultant / Trainee (Welcome IANG Visa Holders)

WRISE Financial Management Services Limited

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
更多工作資料
薪酬 25,000 - 35,000 / 月薪
待遇
  • 五天工作週
  • 額外津貼
  • 生日假
  • 恩恤假
  • 豐厚薪酬
  • 彈性花紅
  • 教育津貼
  • 考試假
  • 額外產假
  • 額外侍產假
  • 家庭友善假
  • 彈性工時
  • 婚假
  • 特別/額外事假
  • 在家工作
  • 年終花紅
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 銅鑼灣
教育程度
  • 碩士
  • 學士
  • 副學士或高級文憑

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