Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing professional financial advice and services to clients, managing clients' wealth assets and portfolios through investment vehicles, and engaging in wealth management and portfolio advice. Duties involve assessing clients’ current financial status through financial needs analysis, conducting insurance value assessments, managing risk analysis and loss identification, and offering comprehensive financial solutions such as risk management, retirement planning, asset allocation, and investment planning. Additionally, the role requires evaluating various financial planning products for clients, maintaining, reviewing, and updating clients’ wealth management and investment portfolios, and collaborating with teammates to develop business and marketing techniques. Trainees are also expected to support the planning and arrangement of business strategies for the team, develop planning strategies for team construction, and learn recruitment and management techniques. Continuous self-improvement is emphasized, focusing on achieving professional designations and acquiring 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%