Wealth Management Internship - Financial Planner ( Cantonese & Mandarin )

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Causeway Bay, Quarry Bay, Not Specified
Employment type Internship
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Others
Others > Graduate Trainee
Published On 14/11/2019
Tags

 

  • Office location: Lee Garden, Causeway Bay
  • Main language: Cantonese | Mandarin
  • Main dress code: ( Formal ) Business Attire

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Learning opportunities:

  • Attend regular team meetings, district meetings, seminars and conventions to learn theory and actual work
  • Opportunities to attend seminars in different topics and events as limited seats
  • 1.5 days intensive wealth management workshop ( in Mandarin ) will also be included ( office @ Hysan Place, Causeway Bay )
  • Alumni activities may included

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What we look for?

  • Student of undergraduate or master’s program ( in the penultimate year / final year would be highly preferred )
  • Good command in Chinese ( Cantonese or Mandarin ), with an high level of written and verbal communication and presentation skills
  • Familiar in using iPad
  • With a keen interest in financial services industry with well-organized and attentive to detail
  • Maintain a proactive and positive attitude and be a good team player

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Development and What will you gain?

  • Will be highly valued in our team since we take on a select number of interns only
  • Directly learn from a well-experienced Unit Manager who had been worked in AIA for over 17-year
  • Help you develop and follow your skills as closely as possible
  • Gain a solid wealth management, financial analysis and insurance knowledge
  • Candidates with work permit may gain income by assisting the district with implementation of sales strategies in order to achieve the insurance business target

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The personal data collected is strictly confidential and is used only for recruitment and related purposes and will not be forwarded to unauthorized third parties.