Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing professional financial advice to clients, assessing clients’ current financial status through financial needs analysis, conducting insurance value assessments, managing risk analysis and loss identification, offering comprehensive financial solutions including risk management, retirement planning, asset allocation, and investment planning, evaluating various financial planning products for clients, maintaining, reviewing, and updating clients’ wealth management and investment portfolios, collaborating with teammates to develop business and marketing techniques, and supporting the planning and arrangement of business strategies for the team. Additionally, the role involves developing and executing sales and marketing strategies to attract potential clients, engaging with clients to understand their needs and provide tailored solutions, building and maintaining strong customer relationships, collaborating with internal teams to optimize marketing campaigns, and monitoring market trends to provide insights for business growth.

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%