Wealth Management Manager (Investment Analyst), Full-Time/Intern **Fresh Grad & IANG Are Welcomed

!!!!! Chinese Language Required!!!!! Job Descriptions: - Partner alongside experienced financial advisors to gain hands-on experience in client relationship management - Participate actively in structured training programs and professional development workshops to deepen industry knowledge and sharpen wealth management techniques - Expand cross-border wealth solutions for Hong Kong and Mainland Chinese clients to tap into Greater Bay Area growth while building long lasting partnerships - Conduct a consultative needs analysis to assess risk management, investment objectives, wealth preservation, and retirement readiness - Offer High Net Worth (HNW) individuals and corporate clients with professional financial guidance through a tailored portfolio of investment and insurance solutions that built around their needs - Monitor market trends, financial products, and regulatory shifts to deliver up-to-date personalised advisory services Job Requirements: - Bachelor’s degree or above (Year 3 and Year 4 students are welcome to apply) - Fluent in both spoken and written English and Mandarin; proficiency in Mandarin is preferred - Excellent interpersonal and communication skills - Self-motivated and target-driven - Outstanding team player We offer: - Monthly allowance + attractive commission and performance bonus (MDRT annual income can exceed HK$500,000+) - Overseas trips and international conventions) - One-year fast-track management development pathway - Comprehensive training with personal coaching - Structured career development program toward Million Dollar Round Table (MDRT) qualification - Professional designation training (e.g., MDRT, CFP, CFA, RFP, RFC) Discover more about us: We are a group of expertise who offer comprehensive wealth management services spanning global top-tier fund investments, trust solutions, and retirement planning etc. We provide one-stop solutions in wealth management services with great emphasi