Wealth Management Analyst
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About the role
We are looking for university students interested in wealth management and private banking to help us grow our private client base by introducing and referring new clients. Part-time, commission-based, flexible hours, hybrid in Hong Kong. Who can apply You must be living or studying in Hong Kong and able to attend in-person meetings and events here. We can't consider applicants based elsewhere. What you will do
- Find and connect with prospective private clients through LinkedIn, networking and referrals
- Introduce our investment and financial planning services and book consultations with our advisors
- Build and run your own client pipeline, like a junior relationship manager What we are looking for
- University students in Hong Kong, ideally in finance, business or economics (any major welcome, no experience needed)
- Strong communication skills and a self-starter attitude
- Interest in wealth management, private banking or client-facing finance roles
- Mandarin or French is a plus What you get
- Commission on every client you refer (commission-only, no base salary)
- Hands-on client acquisition experience in wealth management
- Flexible hours, training and mentorship from our advisory team
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