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. They will conduct investment planning, retirement planning, risk management planning, and estate planning, as well as focus on PRC business and CIES planning. Team management responsibilities involve developing planning strategies for team construction, learning recruitment and management techniques, and sharing marketing strategies within the team. Continuous self-improvement is essential, which includes pursuing 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%