Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing professional financial advice and services to clients, managing clients' wealth assets and investment portfolios, and engaging in wealth management activities such as investment planning, retirement planning, risk management planning, and estate planning. The role also involves PRC business and CIES planning, developing team management skills by planning strategies for team construction, learning to recruit and manage team members, and sharing marketing strategies within the team. Continuous self-improvement is emphasized through responsibilities to achieve professional designations and acquire up-to-date financial knowledge.

Job Growth

Skills Requirement

The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.

• Skill Categories
• Specific Skill Sets

Skills Distribution

The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.

• More Than 70%
• More Than 50%
• More Than 30%
• More Than 10%