Wealth Management Intern

<p>Job Responsibilities</p><ul><li>Assist in handling customer files and daily administrative work to ensure accurate and confidential information</li><li>Learning wealth management, insurance planning, and retirement planning, etc. professional knowledge and apply it to actual business</li><li>Participate in event planning and execution, including customer lectures, business meetings, etc. related arrangements</li><li></li><li>Use financial planning software platform for data analysis and report preparation, and improve service efficiency</li></ul><p> Work requirements</p><ul><li></li><li>Valid Hong Kong identity card, non-local Hong Kong graduates with IANG visa are also welcome to apply</li><li>Have a good learning attitude, proactive, and pursue autonomous development and a high-quality life goal</li><li>Passionate about the financial services industry, willing to accept challenges and continue to grow</li><li>Applicants with current employment in the service industry or relevant experience will be given priority</li></ul><p> Benefits</p><ul><li>Monthly salary of $18,000 - $25,000, enjoy a 5-day work week</li><li>Quarterly bonuses and year-end bonuses</li><li>Participate in overseas business meetings annually to expand international horizons</li><li>Provide medical benefits and retirement bonus</li><li>Have good promotion mechanisms, and those who perform well can be quickly promoted</li><li>Provide funding and offer IIQE exam study courses and newcomer professional training</li><li></li><li>Equipped with advanced financial planning and software platform, supporting business development</li></ul>