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.

Holistic wealth management Trainee

Job level Entry
Work exp 1 Year To 3 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Quarry Bay
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Corporate Finance
Education / Training > Training & Development
Legal / Professional Services > Business Consultancy
Published On 13/06/2021

This program is targeted at full-time college graduates or above (graduates or college students who graduate in 2021 are also welcome) The course aims to deepen the understanding of the industry for young people who are interested in the development of the wealth management industry after graduation. The training course includes:

  • The basics of wealth planning and interpersonal workshops,
  • Retirement planning, risk management, legacy planning, investment, etc.
  • Career development and market opportunities, to name a few.

 

After three rounds of interviews with aptitude test done, you will become a holistic wealth management trainee, through the experience and participation in wealth management planning work, the trainees are given a valuable experience to become a holistic wealth management professional in our two years mentorship program, details are listed below:

 

Core Course: Building Teamwork

Fundamentals of Wealth Planning and Interpersonal Workshops

Retirement / Investment learning/ Enneagram / NLP knowledge

Sharing from senior industry professionals

 

Practical Support: Joint Fieldwork

Insurance professional Intermediary (Licensing Courses)

Mentorship program after selection.

 

Commendation: 

Trophies, overseas trips, fine dining as well as tangible benefits.

For enrollmentplease contact responsible Adm. staff by email to   for more details.