Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing professional financial advice and services to clients, focusing on wealth management and portfolio advice, conducting investment planning, retirement planning, risk management planning, and estate planning. Management Trainees are responsible for assessing clients’ financial status through needs analysis, conducting insurance value assessments, and managing risk analysis and loss identification. They will evaluate various financial planning products, maintain and update clients’ wealth management and investment portfolios, and engage in PRC business and Capital Investment Entrant Scheme planning. Additionally, they will develop planning strategies for team management, recruit and manage team members, and collaborate with teammates to enhance business and marketing techniques. Continuous self-improvement through achieving professional designations and staying updated with financial knowledge is also a key responsibility.

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%