Management Trainee - Family Office and Investment

INVESTBUZ COMPANY is hiring Management Trainees on behalf of our esteemed client—a leading financial firm working with Hong Kongs largest and most established family office. This role offers unparalleled exposure to private wealth management, with structured training, client consultation experience, and portfolio management responsibilities.

Key Responsibilities

• Client Consultation: Engage with high-net-worth individuals, understanding financial needs and offering tailored solutions.

• Portfolio Management: Assist in monitoring client investments, analyzing performance, and optimizing financial strategies.

• Advisory Role: Work directly with clients, supporting relationship management and wealth planning efforts.

• Professional Development: Receive in-depth training to build expertise in private banking, investment strategies, and wealth consulting.

Qualifications & Skills

✔ Bachelors degree in any discipline—Finance-related studies not required. ✔ Strong interpersonal and communication skills to engage with clients. ✔ Analytical mindset with a keen interest in investment and financial planning. ✔ Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). ✔ Fluent in English; Mandarin and/or Cantonese are a plus.

Why Join Us?

✅ Exclusive opportunity to work with Hong Kongs most prestigious family office. ✅ Fast-track career development through expert mentorship & structured training. ✅ Direct client-facing experience with high-net-worth individuals. ✅ Clear progression path toward portfolio management or private wealth leadership.

📩 Apply Now! Take the first step toward a high-impact finance career.

Information :

• Company : Investbuz Company
• Position : Management Trainee - Family Office and Investment
• Location : Hong Kong Island
• Country : HK