2026 Graduate Program/ Investment Internship

We are a professional team focusing on wealth management. We work with top global financial institutions such as Morgan Stanley, UBS, and Franklin Templeton Investments to provide one-stop wealth planning services for high net worth clients. The team brings together professionals from top global universities such as Imperial College London and University of California, Berkeley, focusing on innovative thinking and personal skills. Job description: • Provide comprehensive wealth management solutions for high net worth clients • Design personalized investment portfolios and optimize asset allocation • Expand business network through customer relationship management • Participate in team strategic planning and business development • Provide professional after-sales service to maintain customer relationships Job Requirement: • University degree holder or equivalent (Welcome IANG visa and dependent visa holders) • Fresh graduates /candidates with less experiences are welcome to join the trainee program • Entrepreneurship vision and self-motivated mindset • Excellent interpersonal, communication and presentations skills • Good command of written and spoken English and Chinese We provide: • Basic This allowance + generous commission and performance bonus (annual MDRT member income can reach more than 500,000 Hong Kong dollars) • Overseas conferences and incentive travel (recent destinations: Japan, Dubai, etc.) • One-year fast-track promotion to management • Professional certification training (CFP/RFP/CFA, etc.) • Customized career development path • Flexible working hours • One-on-one guidance by professional mentors Our Culture We have a strong sharing culture. Our colleagues are from diverse backgrounds including worldwide and local elite institutions, such as Imperial College of London, UC Berkeley, London School of Economics. Striving for the best, building strong entrepreneurship, and supporting each other at all times shapes our core values. Our renowned one-