Key Responsibilities

Client Development & Fundraising

• Identifying and acquiring HNW individuals, family offices, and institutional clients, with a focus on Greater China and local premium market segments.

• Assist in driving AUM growth through proactive outreach, client meetings, and disciplined follow-up, while maintaining a trackable sales pipeline.

• Build and nurture relationships with banker contacts and intermediary channels (private banks, retail banks, insurance firms) to expand distribution reach.

Product Sales & Investor Support

• Learn to explain product structures, return drivers, key risks, liquidity, and fees in a clear and compliant manner, with guidance from senior colleagues.

• Assist in preparing client pitch materials, market updates, product offerings, and due diligence questionnaires (DDQs) in both English and Chinese.

Market Intelligence & Feedback

• Monitor financial markets (FX, rates, fixed income) and translate market developments into investor-ready messaging with team support.

• Collect and relay client feedback to help refine product positioning and target segment strategies.

Requirements

• Bachelor's degree or above from a reputable local or overseas university (Finance, Economics, or Business preferred).

• Genuine interest in financial markets, asset management, and funds - not just as a job, but as a field you actively follow.

• Strong communication and presentation skills, with fluency in English and Mandarin (Cantonese is an advantage)

• Self-driven and ambitious - you want to build a serious career in wealth management, not just fill a role.

• Some prior internship or work experience in a financial institution, private banking, or asset management is preferred but not essential.

What We Offer

• Competitive basic salary (HK$8,000 – HK$10,000 per month) plus attractive commission.

• Direct exposure to senior leadership and high-value client relationships from day one.

• A clear progression pathway within a growing global asset management firm.

• A supportive, high-performance team culture with ongoing training and market education.

At Trivesta, we believe that diverse perspectives drive innovation. We welcome top talents from local and global institutions to grow with us. This position is fully open to global talents and mainland professionals under the following arrangements:

• Campus Talent / Fresh Graduates: Applications from fresh graduate candidates (2025-2027), non-local graduates holding or eligible for the IANG (Immigration Arrangements for Non-local Graduates) visa will be considered.

• Experienced Professionals: Candidates who have arrived or are planning to reside in Hong Kong via the TTPS (Top Talent Pass Scheme Category A/B/C), QMAS (Quality Migrant Admission Scheme), or ASMTP (Admission Scheme for Mainland Talents and Professionals).

主要職責

客戶開發與募資

• 開拓及獲取高淨值個人、家族辦公室及機構客戶，重點覆蓋大中華區及本地高端市場。

• 透過主動外訪、客戶會議及嚴謹跟進，協助推動資產管理規模（AUM）增長，並維持可追蹤的銷售管道。

• 建立及維繫與銀行客戶經理及中介渠道（私人銀行、零售銀行、保險公司）的合作關係，以擴大分銷網絡。

產品銷售與投資者支援

• 在資深同事指導下，學習以清晰且合規的方式講解產品結構、回報來源、主要風險、流動性及費用。

• 協助準備客戶推介材料、市場動態更新、產品說明書及盡職調查問卷（DDQ）的中英文版本。

市場情報與反饋

• 在團隊支援下，關注金融市場（外匯、利率、固定收益）動態，並將市場變化轉化為投資者適用的資訊。

• 收集及傳達客戶反饋，協助優化產品定位及目標客戶策略。

職位要求

• 持有本地或海外知名大學學士或以上學位（金融、經濟或商科優先）。

• 對金融市場、資產管理及基金有真摯興趣——不只是當一份工，而是平常也會主動關注的領域。

• 具備優秀的溝通及表達能力，普通話及英語流利（懂粵語更佳）。

• 具備自我驅動力及事業心——你希望在財富管理領域建立長遠事業，而不只是找一份工作。

• 曾在金融機構、私人銀行或資產管理公司有實習或工作經驗者優先，但並非必須。

我們提供

• 具競爭力的基本薪資（每月港幣8,000至10,000元）加上具吸引力的佣金。

• 從入職第一天起直接接觸高層領導及高價值客戶關係。

• 在一家持續增長的環球資產管理公司中，擁有清晰的晉升路徑。

• 支援性強、追求卓越的團隊文化，並提供持續培訓及市場教育。

在TriVesta，我們相信多元視角能夠推動創新。我們歡迎來自本地及環球機構的優秀人才與我們一同成長。此職位全面開放予以下安排的全球人才及內地專業人士：

• 校園人才／應屆畢業生：我們接受2025至2027屆畢業生, 以及持有或有資格獲得 IANG（非本地畢業生移民安排）簽證的非本地畢業生的申請。

• 具經驗專業人士：已透過TTPS（高端人才通行證計劃A／B／C類）、QMAS（優秀人才入境計劃）或ASMTP（輸入內地人才計劃）來港或計劃來港居住的候選人。

Interested parties, pls click APPLY Now for application.