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.

Wealth Management Interns

Job level Entry
Work exp Less than 1 year
Education Bachelor Degree
Location
Quarry Bay
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Corporate Finance
Published On 05/06/2021

This program is targeted at full-time university students or above (graduates or college students who graduate in 2021 are preferable). 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 TWO parts, a one-day internship workshop and mentorship training after selection:

  • The basics of life cycle and interpersonal skills;
  • Holistic Wealth management planning, existing intern sharing, cash flow game;
  • Career development and analysis of special cases, to name a few.

If you were selected to join the one day internship workshop you will obtain an official certificate and become a quasi-wealth management consultant as an intern. Through the experience and participation in wealth management 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 Wealth Management and Interpersonal Workshops

Retirement / Investment learning/ Enneagram / NLP knowledge

Sharing from senior industry professionals

 

Practical Support: Joint Fieldwork

E-Insurance professional Intermediary (Licensing Courses) provided

Mentorship program after selection.

 

Commendation: Attend the graduation ceremony

Outstanding students will be rewarded

Candidates who would like to enrolplease contact responsible Adm. staff by email to   for more details.