Investment Consultant Trainee Program

Jackhk11

The current young & entrepreneurial agency is aiming to expand wealth and insurance planning business portfolio in Mainland China market


Now!

We offer an Investment Consultant Trainee Program to train our selected candidates to become a team leader.

Training program:

Extensive initial training covering professional and comprehensive business strategies, consulting skills, financial knowledge and experience- based training
Job responsibilities:

Trained to be able to provide investment advice for clients
Assist senior managers in presenting investment portfolio and market outlook to clients
Assist senior managers to provide professional advice for clients on asset management, wealth management, securities and futures, CIES, MPF advisory and asset protection
Work as a team to organize business development events, such as, investment seminars, marketing events and road shows regarding investment
Develop your own client servicing skills, and make use of your professional knowledge to maintain a good relationship with clients
Requirements

Degree holder or IANG Graduate (Fresh graduates are also welcome)
Good communication skills and fluency in written and spoken Mandarin,English and Chinese. English is an advance
Willing to learn and interested in the financial and investment industry
Excellent interpersonal, communications and presentation skills
Self-motivated, passionate for better career development
Benefits:

5-day work
Year End Bouns, Special Productions Bouns
CFA, CFP or AFP examinations resources and support with individual sponsorship provided
Comprehensive orientation and on-job training
Competitive remuneration and attractive bonus
Medical scheme & study allowance
Contact at Jack +852 36138206 / / wechat: 383054702