We are looking for passionate, forward-thinking and willing to take initiative individuals who pursuit to contribute positive impacts to society and people's life. You will be joining our professional team, to help to archive our mission and attain excellence in insurance and wealth industry.

We are looking for passionate, forward-thinking and willing to take initiative individuals who pursuit to contribute positive impacts to society and people's life. You will be joining our professional team, to help to archive our mission and attain excellence in insurance and wealth industry.

2020 Wealth Management Internship program

Job level Entry
Education Bachelor Degree
Location
Quarry Bay
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Corporate Finance
Published On 19/03/2020

This program is targeted at full-time college students or above (graduates or college students who graduate in 2020 are preferable). The course aims to deepen the understanding of the industry for young people who are interested in the development of the financial planning industry after graduation. The training course about 7 days which includes:

  • The basics of financial planning and interpersonal workshops,
  • Retirement planning and risk management,
  • Career development and analysis of special cases, to name a few.

 

After completing the course and meeting the entry requirements of Internship, you can obtain a diploma and become a quasi-financial planning consultant as an intern. Through the experience and participation in financial planning work, the trainees are given a valuable experience to become a wealth management professional.The details are listed below:

 

Core Course: Building Teamwork

Fundamentals of Financial Planning and Interpersonal Workshops

Retirement / MPF

Sharing from senior industry professionals

 

Practical Support: Joint Fieldwork

Insurance Intermediary (Licensing Courses)

 

Commendation: Attend the graduation ceremony

Outstanding students will be rewarded

 

To apply online, please click the 'Apply now' button below. If you have further information, please contact Rachel Wong on +852 96008906