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 offering wealth management and portfolio advice. Responsibilities also encompass conducting investment planning, retirement planning, risk management planning, estate planning, and assisting with PRC business and CIES planning. Additionally, the role involves developing planning strategies for constructing and managing a team, learning to recruit and manage team members, and sharing marketing strategies within the team. Continuous self-improvement is emphasized through the achievement of professional designations, acquiring up-to-date financial knowledge, and enhancing interpersonal and communication skills.

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%