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, and estate planning, as well as facilitating PRC business and CIES planning. 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. Additionally, Management Trainees are expected to participate in operations projects, assist in policy issuance, endorsements, renewals, claims submission, and new business insurance applications, and support digitalization and system improvement projects while ensuring adherence to regulatory requirements. Continuous self-improvement through achieving professional designations and acquiring up-to-date financial knowledge is also a key aspect of the role.

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%