Management Trainee/ Wealth Management Manager

Babm & Co.
Base salary + high commission
Posted on 06 Jul 2020

Management Trainee/ Wealth Management Manager

Babm & Co.

Job Highlights

  • Base Salary up to HK$40,000
  • Special holiday package
  • Overseas learning experience

Job Description

We are helping our client, a leading financial advisory firm in Hong Kong to hire high calibers for their business expansion:


  • Identifying needs of clients and providing professional financial advice.
  • Management of wealth assets of clients through investment vehicles.
  • Updating financial news to your clients.
  • Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing).
  • High End and Wealth Management for HNW and PRC Clients.
  • Corporate Solution Planning for Corporate Clients.
  • Provide quality after-sales services to maintain good customer relationship.


  • Degree holder in all discipline
  • Energetic and outgoing
  • Mature, self­-motivated, hardworking and willing to learn
  • Part time working experiences and Fresh Graduate are welcomed (1-2 years working experience is an advantage.)
  • Experience in banking industry or background in mainland will be an advantage
  • Overseas / Hong Kong Students are also welcome
  • Fluent in Cantonese, English and Mandarin is an advantage 

Our client offer following benefits:

  • Over 200 hours well-structured and comprehensive mentoring program
  • Attractive monthly income + remuneration & fringe benefits
  • One year fast track program to managerial level
  • Special holiday package (2 company trips per year)
  • Overseas learning experience
  • “Work Hard, Play Hard”working environment & lots of fun
  • Opportunity to explore PRC and CIES business

The successful candidates will have the following career development with comprehensive training plans:

1.  Professional Investment plannings for clients or companies

  • Wealth Management & Portfolio Advice
  • Investment Planning
  • Retirement Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning
  • Corporate Solutions Provision

2.  Management level

  • Planning Strategies for Constructing Team
  • Learn Leading, Recruiting & Managing Skills
  • Provide marketing strategies skills

3.  Self Continuous Improvement

  • Achieve Professional Destinations (CFP, AFP, MDRT, CFPCM, ChFC, RFP, RFC etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

4.  Development Path and Work Benefit

  • A structured career path and solid training in all aspects of management
  • You will work very closely with a senior manager who will guide, train and mentor you
  • Management trainee program offers excellent training and a fast track career into management
  • Sponsored overseas travelling for achieving yearly targets
Please click " APPLY NOW '' if you are interested in our program.

Additional Information

Career Level
Not Specified
Not Specified
Years of Experience
Not Specified
Job Type
Full Time, Internship

Additional Company Information

Benefits & Others
Education allowance, Flexible working hours, Life insurance, Performance bonus, Transportation allowance, Travel allowance, Work from home