------------------------------------------------------------------------------- Our office is situated at Causeway Bay, a supreme location close to the Causeway Bay MTR Station. -------------------------------------------------------------------------------

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Our office is situated at Causeway Bay, a supreme location close to the Causeway Bay MTR Station.

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Financial Planner – Student Internship | No KPI and Sales Target | Commission-based

 

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