Management Trainee(CEO助理，前線業務）(粵語必須）

Job Responsibilities:

1.Promote the company’s online wealth management solutions to financial institution, facilitating and realizing collaborations.
2.Promote financial products and services available on the company’s product shelf to institutional and corporate clients, including but not limited to mutual funds, private funds, robo-advisory, bonds, notes, insurance products, virtual asset, etc.
3.Collaborate cross-functionally to ensure seamless execution of client request and resolutions of any issues in a timely manner.
4.Stay abreast of industry trends and insights to develop customized solutions and maximize sales opportunities.

Qualifications:

1.University Degree, preferably in Accounting or Finance, professional qualification of CFA ，CPA or FRM an advantage.
2.Strong learning ability and a performance-driven mindset with high motivation.
3.Strong knowledge of the financial institution industry landscape in APAC regions, such as Hong Kong, Singapore, the Middle East, or other APAC regions.

4.Fluent Cantonese, Mandarin, English speaking