Wealth Management—Trainee

Prudential Hong Kong
Hong Kong SAR
Salary not specified
Posted
Full-time
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Job Description

Company Description Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed. Role Description The Wealth Management—Trainee role is a full-time, on-site position based in Hong Kong SAR. The trainee will support the delivery of wealth management services by assisting in financial planning, investment analysis, and portfolio review for individual and family clients. Day-to-day responsibilities include: - Gathering and analyzing client information, preparing proposals and presentations. - Helping to design tailored protection, savings, and investment solutions. - The role involves working closely with experienced advisors, learning regulatory and compliance standards, and participating in training programs to build technical expertise and advisory skills. - The trainee will also help maintain client relationships through regular follow-ups, documentation, and coordination with internal teams. What we offer We offer one of the most competitive and rewarding onboarding packages in the industry, designed to support your transition and fast-track your success: 1. Attractive Monthly Income: HKD 10,000 to HKD 50,000 per month (directly matching your background, academic qualifications, and personal capability). 2. Promotional Bonuses: Generous cash rewards as you fast-track your way to managerial roles within 1.5 - 2 years. 3. Performance Bonuses & Commission: Uncapped financial upside directly correlated to your high-impact output. 4. Year-End Bonus: Annual reward to celebrate your outstanding achievements and dedication. 5. What We Offer Beyond Money: 1-on-1 direct mentorship coaching by senior managers Qualifications - Proficiency in financial planning and general finance to assess client needs and develop appropriate wealth management strategies. - Knowledge of investments and investment management to support portfolio construction, monitoring, and performance review. - Bachelor’s degree or equivalent qualification in Finance, Economics, Business, or a related discipline. - Strong analytical, numerical, and problem-solving skills, with attention to detail and accuracy. - Effective communication and interpersonal skills, with the ability to build trust and work collaboratively in a team environment. - High level of integrity, professionalism, and commitment to regulatory and ethical standards. - Fluency in English, with proficiency in Cantonese and/or Mandarin considered an advantage. Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

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Financial Services
Hong Kong
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