JC Wealth Management

Wealth Management Trainee (Full Time / Part Time)

JC Wealth Management
Posted on 13-Apr-21

Wealth Management Trainee (Full Time / Part Time)

JC Wealth Management

Job Highlights

  • University Graduates
  • Entry Level
  • Strong Team Spirit

Job Description

WORKING RESPONSIBILITIES:

- Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment, especially property solution and so on.

- Constant monitoring of investment portfolios, through a range of investment vehicles.

-Maintain good relationship with client

WHAT DO WE OFFER:

-Provide professional guidance & training to team members 

-Develop and expand network through cold market client event provided by team

-Clear career path and fast-track promotion to management level

-Salary with monthly performance bonus

ENTRY REQUIREMENTS:

1.) University Graduates with Bachelor or master's degree in all discipline. (We will offer different position to suitable tertiary level candidates)

2.) Determined individual who has a passion of financial and private client services.

3.) Strong team spirit, interpersonal, communication and presentation skill

4.) Fluent in Cantonese, English and Mandarin is an advantage. Ability to speak any Chinese Dialects is an advantage. 

Additional Information

Career Level
Entry Level
Qualification
Degree
Years of Experience
1 year
Job Type
Full Time, Part Time, Permanent

Company Overview

People say time equals money, but in reality, time is greater than money. In today's Hong Kong, even the richest people work their tails off everyday to maintain their standard of living. People get so caught up in their everyday lives that sometimes they forget that time, not money, is the key to their dreams. Our mission is to change that, and put an end to those meaningless work hours. We excel in helping our clients efficiently utilize their assets and income, bringing them financial freedom and time to realize their dreams.

Additional Company Information

Industry
Financial Services