WEALTH MANAGEMENT & TRUST ADVISER TRAINEE

Job Duties
We provide effective on the job training program to help adviser trainee develop markets and broaden client base with an aim to provide professional financial planning services and introduce appropriate financial products to clients.

Requirement
 Minimum Academic Requirements: HKDSE (Level 2 or above in 5 subjects,
including Chinese/English and Mathematics) or HKCEE (Grade E or above in 5
subjects, including Chinese/English and Mathematics).
 Good communication and interpersonal skills.
 Self confident, initiative and able to work independently.
 Hard working, out-going, self-motivated and career-minded.
 Good level of competence in English, Cantonese and Mandarin are preferable.

Requirement
 Minimum Academic Requirements: HKDSE (Level 2 or above in 5 subjects,
including Chinese/English and Mathematics) or HKCEE (Grade E or above in 5
subjects, including Chinese/English and Mathematics).
 With minimum 1 year of business development & marketing experience in
financial services or related industry.
 Good communication and interpersonal skills.
 Self confident, initiative and able to work independently.
 Hard working, out-going, self-motivated and career-minded.
 Qualifications of IIQAS are required; CFP/CFA qualifications will be an advantage.
 Good level of competence in English, Cantonese and Mandarin are preferable.