Wealth Management Intern

Job Responsibilities

• Analyze the financial situation of customers, select and formulate suitable financial plans, covering risk management, target savings and asset allocation, etc.

• Provide professional wealth management advice to help customers achieve their short-term and long-term financial goals

• Regularly follow up on customer needs, maintain good customer relationships, and build long-term partnership relationships

• According to business needs, participate in customer visits or financial insurance related business promotion work

Work requirements

• Bachelor's degree, majoring in finance, business or related sciences is preferred, fresh graduates are welcome to apply

• Have basic financial planning knowledge, those who are interested in wealth management, insurance and investment products are better

• Able to fluently use Cantonese, and have general Mandarin and English communication skills, and no barriers to writing Chinese and English documents

• Active and proactive, with good interpersonal skills and customer service awareness, able to handle and follow up on work items independently

Benefits

• Enjoy a five-day work week, Monday to Friday, during normal office hours

• Enjoy bank holidays and public holidays

• Provide comprehensive medical plans and life insurance coverage

• Outstanding performers can receive year-end bonuses