About the role
FinEx AI summary
Trainee role conducting financial analysis and wealth management planning for clients, providing tailored advice and building client relationships. Involves investment research, market monitoring, and collaboration with a professional team. Requires a bachelor's degree, Cantonese/Mandarin fluency, and Hong Kong residency.
Core skills
Financial PlanningInvestment ManagementAnalytical SkillsProblem SolvingInterpersonal SkillsCommunication Skills