Our internship program is dedicated to bringing new talented people like you. A rewarding career which allow you to grow personally and professionally which help you unleash your potential.

Our internship program is dedicated to bringing new talented people like you. A rewarding career which allow you to grow personally and professionally which help you unleash your potential.

Part-Time Financial Planner ( Wealth Management Internship ) - Specific for University Students of Year 3 and Final Year

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese
Location
Within Hong Kong
Employment type Part Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Account Servicing
Travel / Tourism > Others
Published On 25/08/2021

 

Requirements of Interns we are looking for:

  • Year 3 and Final Year university students who currently studying in local universities
  • Fluent Cantonese speaking and listening
  • Familar in using iPad
  • No work visa required

 

--------------------

 

Details:

  • Office location: Causeway Bay, Hong Kong
  • Flexible schedule able to discuss, enjoy full commission of every closing deal
  • Subsidy of business licenses examination
  • Title of Financial Planner will be granted
  • Lots of learning opportunities, eg, trends of recent financial market, sales and marketing strategies; knowledge of wealth management and financial tools, underwrite, claims, CRM, etc.
  • Shadow client on-site learning opportunities will be provide to high potential interns
  • Acts as Trainee Consultant and gain the actual work experience of how to plan the all-round portfolio of your clients on wealth management, investment management, saving management, retirement management and medical protection, commission will be offer when close the deal
  • Attend internal seminars and speeches of the topics of medical, fund, investment, business law, etc
  • Follow the documents of medical reports, underwrite and claims and handle amendment documents
  • Career development on Wealth Management industries when graduated from university

 

--------------------

 

* Overseas Convention and Travel Award ( AIA will sponsor the air ticket fare and hotel accomodation ) will also be applicable to interns who have high performance. In previous time, we have been to Taiwan, Japan, South Korea, Thailand, Singapore, Russia, Australia, Dubai, UK, etc.*

 

--------------------

 

所收集之個人資料只會用作與招募及牌照之相關用途。