Wealth Management - Talent Internship

Job level Entry
Work exp Less than 1 year
Education Bachelor Degree
Within Hong Kong
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Others > Graduate Trainee
Sales / Business Development / Customer Service > Sales Management
Published On 08/09/2021

Skills and Qualities required :


  • Recent university students ( preferred with commercial temperament but not a must )
  • Fluency in Cantonese / Mandarin
  • No need to apply for a work visa to work in Hong Kong ( eg, holding permanent HKID card / Dependent Visa / CIES Visa )
  • Good capacity of analysis, synthesis and organization
  • Excellent team spirit and ease in building professional relationships with the prospects


Key responsibilities included :

  • You will be mentored by our Unit Manager / Assistant Unit Manager
  • You will be involved and trained on the entire business cycle handled in your area: from the development of the customer relationship to the commercial proposal, the negotiation and the follow-up of the service
  • In charge of developing, expanding and managing clients’ portfolios
  • Presentation of wealth management and protection solutions to prospects
  • Ramp-up of your business development and client’s relationship management skills




Please send an email with your resume, availability and motivation behind your application by clicking  .