Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing professional financial advice to clients, managing clients' wealth assets and investment portfolios, and engaging in investment planning, retirement planning, risk management planning, estate planning, and PRC business and CIES planning. The role involves conducting financial needs analysis, insurance value assessments, and risk analysis. Additionally, trainees are responsible for evaluating various financial planning products, maintaining, reviewing, and updating clients' wealth management portfolios, and offering comprehensive financial solutions. Team management responsibilities include planning strategies for team construction, recruiting and managing team members, and sharing marketing techniques within the team. Continuous self-improvement is emphasized through achieving 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%