Account & Relationship Management

Job Description

- Participate in training on financial knowledge and regulations including tax systems, legal compliance, investments, asset management, and legacy planning

- Complete communication skills training with industry experts

- Collaborate with managers to understand and fulfill clients' financial needs

- Deliver comprehensive financial solutions to clients such as wealth management, portfolio advice, investment planning, retirement planning, and risk assessment

- Conduct market research and analysis on client investment needs to shape product strategy

- Build and nurture relationships with clients, providing exceptional customer service and addressing their wealth management needs

Our Team

CL Justice is widely recognized as a premier training ground for recent graduates, with each team member possessing strong academic credentials and extensive experience in wealth management, investment, and insurance.

Our team comprises professionals from diverse backgrounds, including Finance, Law, Economics, and Marketing, enabling us to deliver the highest quality service to our clients. This environment will not only enhance your skills but also expand your personal network, empowering you to pursue and ultimately achieve financial independence.

We are committed to nurturing the next generation of entrepreneurs, and we hope you aspire to be among them. Our instructors include members of the Million Dollar Round Table (MDRT), who bring a wealth of experience in training new talent.

We are looking for

- Applicants should hold a Bachelor's or Master's degree from a recognized university. Less experienced candidates may be considered for trainee positions

- Bachelor’s degree in Business, Finance, Economics, Risk management, or related field will be an advantage

- We welcome candidates who meet the following criteria:

-Hong Kong permanent residents

-Holders of IANG, TTPS, or QMAS visas

-Holders of dependent visas

-Individuals eligible to apply for any of the aforementioned visas

- Any relevant internships, projects, or extracurricular activities demonstrating your interest in finance and wealth management will be considered a plus

- Entrepreneurial mindset and strong problem-solving abilities

- Self-initiative, open minded and collaborative

- Strong analytical and problem-solving skills and a keen interest in financial markets and investment strategies.

We offer

- Comprehensive training and mentorship from experienced wealth management professionals

- Competitive compensation package, including salary and performance-based incentives and bonuses

- Flexible working hours supporting work-life balance

- Acquire up-to-date financial knowledge

- Opportunities for career advancement and professional development within our organization

- All IIQE Papers licensing, with full fee subsidy