We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients....

 

We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients. We are now providing internship for recent university students to develop their career to be the expert in financial industry.

Financial Planner – Internship | uncapped earning potential ( no KPI driven )

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin
Location
Not Specified
Employment type Internship
Industry Insurance
Job function Banking / Finance > Account / Relationship Management
Others > Graduate Trainee
Sales / Business Development / Customer Service > Account Servicing
Published On 12/10/2018

 

 

You may gain the actual experience of :

 

  • Account Management

Deepen client relationship by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes. Review account status, financial reports and plans of wealth management regularly

  • Customer Service

Follow up claim cases of your clients, be a consultant of their enquiries about the plans

  • Business Development

Generate new business and build trust with prospect clients

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The talents we look for :

 

  • Able to work in Hong Kong legally without apply for a work visa ( dependent visa / CIES visa would also be accepted )
  • Recently proceeding a Bachelor / Master degree in Hong Kong
  • Fluent in spoken Cantonese / Mandarin, able to read / written Chinese
  • With positive attitude and personality, eg, a good team player, out-going, good communication skills

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We provided :

 

  • Flexibility to your academy schedule
  • On-the-job training will be provided ( daily meetings, seminars, conventions, site visit of private hospitals and medical centers may included )
  • Sponsorship for essential license examinations ( eg, IIQE paper 1 and paper 3 )
  • No sales target or KPI will be set during the internship period, but you still can entitle the commission scheme
  • Build up your financial knowledge from entry level and learn the skill set of presentation and communication

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Personal data will be collected for recruitment purpose only