Financial planning internship

Job Responsibilities:<br> <ul> <li>Provide professional financial planning and risk assessment services to customers, and help them set appropriate financial goals.</li> <li>Develop new customers and maintain existing customer relationships, regularly follow up on customer needs, and provide after-sales service to enhance customer satisfaction.</li> <li>Analyze market dynamics and industry trends, customize insurance solutions for customers, and provide professional financial advice.</li> <li>Actively participate in team training and activities, and continuously improve professional knowledge and business skills.</li> <li>Comply with the Hong Kong Insurance Authority (IA) and company compliance requirements to ensure business operations comply with legal norms.</li> </ul> <br> Requirements:<br> <ul> <li>Undergraduate and graduate students</li> <li></li> <li>Have excellent communication skills and customer service awareness, be able to work independently and in teams.</li> <li>Active and proactive, strong stress resistance, good time management and organizational skills.</li> <li>Have a basic understanding of the financial and insurance industries, and aspire to long-term development in the field of financial planning.</li> </ul> <br> Benefits:<br> <ul> <li>Provide professional training and continuous development opportunities.</li> <li>Enjoy team activities and internal resource support. </li> </ul>