Job Overview
• Fully-sponsored structured training & 1V1 dedicated mentorship
• Graduate-exclusive fast-track promotion route to management
• Flexible working hours, comprehensive benefits & professional licensing subsidies
(系統性全資培訓配一對一專屬導師|應屆生專屬直昇管理層晉升通道|彈性工時、完善福利及專業證書考試津貼)
🚀 About The Full-Time Role
This client-facing role is tailored for fresh graduates with no prior industry experience required. Supported by senior mentors throughout your early career, you will serve individual and family clients, master financial advisory and client relationship management, and build a solid long-term career foundation within Hong Kong’s international financial sector.
🌟 Core Responsibilities
• Market & Industry Monitoring
Monitor Hong Kong and Mainland financial market trends and cross-border regulatory policies; analyses market data to support team business planning and strategic development.
• Client Consultation & Relationship Management
Develop long-term trusted partnerships with individual and family clients. Identify clients’ financial goals and daily asset planning needs, then deliver fully customized wealth management solutions in strict compliance with industry regulatory standards. Initial client meetings will be accompanied by your assigned mentor to lower your learning curve.
• Data Analysis & Customized Solution Design
Evaluate client asset portfolios and real-time market movements; compile concise analytical reports and bespoke financial proposals to support professional advisory services.
• Administrative & Client Advisory Support
Compile consultation materials and maintain client records, coordinate customer engagement activities to support end-to-end financial advisory services under company and regulatory compliance standards.
🎯Who We’re Looking For?
• Academic Qualification
Bachelor’s degree or above; final-year students are welcome. A Master’s degree is an advantage.
• Industry Passion
Keen interest in local wealth management, financial pl
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