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Kick-start Your Career in Wealth Management - Fresh Graduates Welcome
Are you an ambitious graduate with strong communication skills and a passion for sales? We are looking for motivated and customer-focused individuals to join our Wealth Management team.
This is an excellent opportunity for fresh graduates who aspire to build a professional sales career in the financial services industry. Successful candidates will undergo a structured training and mentorship programme designed to develop product knowledge, client relationship management skills, and professional wealth advisory capabilities.
Responsibilities:
- Understand clients’ financial goals and identify their wealth management needs
- Support the Wealth Management team in recommending suitable financial and investment solutions
- Assist in client meetings, relationship building, and follow-up on business opportunities
- Prepare client proposals, presentations, and marketing materials
- Maintain regular communication with clients
- Keep abreast of market trends and wealth management products through structured training
- Support management in daily client servicing and sales activities
Requirements:
- Strong interest in Wealth Management, Financial Services, and Sales
- Sales-oriented with excellent interpersonal and communication skills
- Positive attitude, self-motivated, and eager to learn
- Strong client service mindset and relationship-building skills
- Good command of spoken and written English, Cantonese, and Mandarin
