Job ref no.: CT3128012-01#4533

Advisory Trainee

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  • Job Duties:
  • Ÿ   Conducting market research, financial analysis and valuation for clients
  • Ÿ   Preparing proposals, documents and presentation materials for clients
  • Ÿ   Managing and monitoring client portfolios to ensure it meets clients financial objectives
  • Ÿ   Participating in regular meetings for market, segment, and financial service updates and sharing
  • Ÿ   Working closely with Financial Advisors in strategic planning and business development
  • Job Requirements:
  • Ÿ   Bachelor degree or above, fresh graduates are welcome
  • Ÿ   Hong Kong permanent resident or holding valid working visa (IANG)
  • Ÿ   Excellent interpersonal and communication skill
  • Ÿ   Aggressive, self-motivated and willing to learn
  • Ÿ   Good command of Cantonese, Mandarin and English
  • Ÿ   Have financial working experience will be an advantage
  • We offer:
  • Ÿ   Attractive remuneration package
  • Ÿ   Five working days per week
  • Ÿ   Friendly and professional working environment
  • Ÿ   Well-structured and comprehensive training program
  • Ÿ   Professional management supports and assistance
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More job information
Job ref no. CT3128012-01#4533
Job Function
  • Sai Ying Pun
Career Level
  • Entry level
  • Degree
  • 5-day week
  • Discretionary bonus