2026 Wealth Management Full Time
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- Professional Wealth & Portfolio Management Practice
- Flexible Working Schedule for Better Work-Life Balance
- Young, Ambitious Team with Clear and Promising Career Path
Job Description
- Assist in delivering high-quality financial planning and wealth management services to our diverse client base, ensuring client needs are fully addressed.
- Gain in-depth exposure to the entire financial planning process, including investment analysis, portfolio construction and management, and client relationship maintenance.
- Participate in professional training programs and workshops to continuously enhance industry knowledge, professional skills and service capabilities.
- Collaborate closely with experienced financial advisors to learn industry best practices and accumulate practical experience in client service and wealth management.
- Contribute to the continuous improvement and optimization of the team’s wealth management processes and service procedures.
- Work with colleagues to provide comprehensive after-sales services, maintain long-term and stable client relationships, and enhance client satisfaction and loyalty. We Are Looking For
- Recent or upcoming university graduates holding Bachelor’s or Master’s degrees.
- Majors in Finance, Economics, Risk Management, or other related business fields are preferred.
- Strong interest and passion in financial planning and wealth management industry.
- Excellent communication, interpersonal and presentation skills, with the ability to interact effectively with clients and team members.
- Outstanding analytical thinking and problem-solving abilities, with a meticulous and rigorous work attitude.
- Local applicants are welcome; candidates holding IANG/TTPS/QMAS/dependent visas are also encouraged to apply.
- Fluent in both oral and written Chinese and English; proficiency in Mandarin is an advantage.
We Offer
- Comprehensive and systematic training and one-on-one mentorship program to help you quickly adapt to the role and grow professionally.
- Clear opportunities for career advancement and professional specialization, supporting you to achieve long-term career goals.
- Competitive basic salary plus performance-based bonuses, rewarding your hard work and achievements.
- Flexible work arrangements to help you achieve a healthy work-life balance.
- Comprehensive health and wellness programs to support your physical and mental well-being.
- Full coverage of IIQE Papers licensing training fees, helping you obtain professional qualifications efficiently. Our Team Challenge District is a top-performing district under AIA, founded by Mr. Terence Yee in 1994. With an excellent track record, we have consistently achieved the highest number and highest percentage of Million Dollar Round Table (MDRT) members in the region. We boast a young, energetic and collaborative working environment, dedicated to nurturing team members to grow into future entrepreneurs in the financial industry. Our experienced managers provide high-quality guidance and training, helping you develop the critical skills required to thrive in the fast-paced financial and insurance landscape.
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