Wealth Management Trainee

Responsibility

The common responsibilities for this position include providing professional financial advice to clients, managing clients' wealth assets and portfolios through investment vehicles, conducting financial needs analysis, and performing insurance value assessments. The role involves offering comprehensive financial solutions such as risk management, retirement planning, asset allocation, and investment planning. Additionally, responsibilities include evaluating various financial planning products, maintaining, reviewing, and updating clients’ wealth management and investment portfolios, and collaborating with teammates to develop business and marketing techniques. Trainees will also support the planning and arrangement of business strategies for the team and focus on team management through strategies for team construction and recruitment. Continuous self-improvement is emphasized, aiming for professional designations and enhancing financial knowledge and interpersonal skills.

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%