Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing wealth management advice and professional financial services to high-net-worth individuals and corporate clients, including investment planning, retirement planning, risk management, estate planning, and PRC business planning. The role involves designing customized financial plans and building investment portfolios. Additionally, it includes developing and expanding a network through customer relationship management, leading and managing a team by strategizing team construction, recruiting, and sharing marketing strategies. Continuous self-improvement through achieving professional designations and enhancing financial knowledge and interpersonal skills is also essential.

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%