Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing professional financial services to clients such as wealth management, investment planning, retirement planning, risk management, estate planning, and PRC business planning. Additionally, managing teams by strategizing team construction, recruiting, managing, and sharing marketing strategies is essential. Continuous self-improvement through achieving professional designations, staying updated on financial knowledge, and enhancing interpersonal and communication skills is also a key duty.

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%