Wealth Management Trainee

2 Job Postings

2024-11-07 - 2025-02-07
Responsibility Job Growth Skills Requirement Skills Distribution Statistics

Responsibility

The common responsibilities for this position include working with Senior Managers to gain knowledge in Wealth Management, engaging in global investment development, and participating in marketing and customer relationship management (CRM). The role involves providing professional financial advice to clients, assessing clients’ current financial status through financial needs analysis, and conducting insurance value assessments. Additionally, it includes managing risk analysis and loss identification, offering comprehensive financial solutions such as risk management and retirement planning, and evaluating various financial planning products. The position also requires maintaining, reviewing, and updating clients’ wealth management and investment portfolios, as well as collaborating with teammates to develop business and marketing techniques and supporting the planning and arranging of business strategies for the team.

Job Growth

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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.

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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.

Chinese
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Statistics

Types of companies in the sector that have advertised a position

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Education level required as indicated

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Fields of study of the positions advertised by employers

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Employment Mode of the positions advertised by employers

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Employment Type of the positions advertised by employers

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