Investment Consultancy Trainee

We Cordially Invite You To Join Our Family.
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(1) We offer:

• Professional training program encompassing mentorship support and leadership workshops;
• Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus;
• Fast-track advancement opportunities to Management Level;
• Free overseas travel;
• Flexible working hours;
• Work-life balance opportunity.

(2) This position requires providing comprehensive financial and investment advice to clients, including:

• Analyzing and monitoring clients asset portfolios;
• Providing comprehensive financial advice and solutions to clients;
• Understanding market trends, managing clients investment portfolios, and balancing risks;
• Establishing long-term financial principles to ensure financial stability and long-term development;
• Providing relevant additional services to give clients a thoughtful experience and support;
• Improving knowledge and skills to maintain top-notch financial advice and support services.

(3) You will need:

• Good communication and interpersonal skills to build long-term relationships with clients;
• Empathy and quick thinking skills to provide comprehensive solutions;
• Time management and organizational skills to effectively handle multiple tasks simultaneously.

(4) The following qualifications are preferred:

• Relevant academic backgrounds, such as global finance, financial planning, etc.;
• Relevant experience, such as banking or consulting;
• Relevant licenses, such as securities or insurance licenses.

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THE HAIDER is one of the exceptional teams within FWD Financial Planning Limited. We attained a remarkable performance of achieving 90% MDRT or higher every year.

We are a dynamic and ambitious group, committed to providing professional and personalized family wealth management services. We take pride in our team, with over 80% of our members holding master's degrees or higher qualifications. We also prioritize continuous professional development for our team.

At THE HAIDER, we place great emphasis on making a positive impact in the community. We actively participate in youngster financial education and support family growth.