Wealth Management Intern
見習財富策劃經理 (歡迎應屆畢業生/海外畢業回流/IANG/受養人簽證)
About This Role
With wealth management continuing to be a fast-growing industry in Hong Kong, we are looking for ambitious individuals to join our dynamic team to embrace the 'new opportunities in the Greater Bay Area'.
Your responsibilities include but are not limited to providing wealth planning advice, risk management, investment planning, estate planning and retirement planning for Hong Kong and Mainland exclusive clients. You will also be responsible for nurturing existing clients and developing new business.
We aim to develop young people to be Future Leaders. Apply now if you are looking for a challenging career, passionate about life, have excellent interpersonal skills and want to build your future.
Key Responsibilities
- Assist in the analysis and management of client portfolios
- Support the development of customized financial strategies
- Conduct market research and financial data analysis
- Collaborate with our team on client presentations
- Learn best practices in risk management and investment planning
- Opportunities to contribute to impactful client projects
Requirements
- A degree holder, or currently pursuing a degree in Finance, Economics, Business, or a related field
- A keen interest in financial markets and investment strategies
- Eagerness to learn and adapt in a fast-paced environment
- Strong analytical and problem-solving skills
- Great interpersonal skills and passionate about life
- Looking for a challenging career
- Valid working visa (IANG/dependent visa welcome)
What We Offer
Comprehensive Training
We provide comprehensive and continuous training to ensure you master the skills and knowledge.
Mentorship Program
Work closely with experienced wealth management professionals.
Real-World Experience
Gain real-world experience in financial planning and advisory.
Career Development
Attractive package including five-day work week, flexible hours, performance/commission bonuses, life and medical insurance.